Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Elwood P. Dowd who wrote (77051)	11/8/1998 1:40:00 PM
From: JRI	Respond to of 176387

El- Get back where you belong..<g> <eom>

To: Elwood P. Dowd who wrote (77051)	11/8/1998 1:55:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Thanks Elwood, No I do not own any CPQ, I sold all my CPQ shares some time last year and added to my position in Dell,needless to say I have done quite well with that particular transaction. As for CPQ doubling faster than DELL,well I do not know but this is what I am thinking. CPQ is now quite big in size(what close to $50 billion in sales?) where as Dell is still in its infancy with less than or closer to $15 billion in sales.Now logic would have it that DELL will grow faster than CPQ if for nothing just because of the sheer size of one vis-a-vis the other but then again that is not the whole story now is it?. In addition one has to content with issues like (a)The differences in capabilities of the Management, (b)the differences in business models,(c)The differing business strategies,(d)Cash flow management techniques and various other issues. So there that is what I am thinking. Good luck with your investments in CPQ,I think I'll stick with DELL.

To: Elwood P. Dowd who wrote (77051)	11/8/1998 11:48:00 PM
From: Dr. David Gleitman	Read Replies (2) \| Respond to of 176387

El... After several false starts (and hopes), I'm finally hoping that CPQ will finally rise to the ocassion (or at least reach 40 before the end of the year). It is disapointing that even after all of these great recomendations, CPQ, just can't get it's act together. With regards to DELL, I was a bit disappointed with the lackluster performance for the week. According to my brother in law, using some software from Worden, he indicated that the DELL chart appeared to be lackluster with a decrease in the "Balance of Power". Correct me if I am wrong, but I believe that during last quarter, DELL was very quiet until after earnings. Any thoughts (by anyone)? David