SI
SI
discoversearch

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: Smart Investor who wrote (79932)11/13/1998 2:24:00 PM
From: KM  Read Replies (1) | Respond to of 176387
 
If you're Dell, you have the guy in and show him everything, allay his fears. He has nothing to do with Internet stocks. He is a semiconductor and hardware analyst who has now made three high profile very accurate against the grain calls. You want a guy like that on your side, not shooting at you.

If you're really a Smart Investor, you listen to these guys, they make you money.



To: Smart Investor who wrote (79932)11/13/1998 2:48:00 PM
From: ratan lal  Respond to of 176387
 
I dont believe Kumar downgraded DELL.

You kick off anyone in ANY publishing biz at your own risk and peril.

Kumar may or may not be following internet stocks. Intertnet stocks will continue to be momentum players till such time as there is a bigger float of shares AND competetion sets in. That should be a couple of years. But in internet years may be only 6-months.<ggggg>



To: Smart Investor who wrote (79932)11/13/1998 5:03:00 PM
From: WBC  Read Replies (1) | Respond to of 176387
 
Kumar's ego may be taking over where his rational thought left off. To downgrade Dell is his power trip that will backfire on him. In another 6 months...Kumar who ?



To: Smart Investor who wrote (79932)11/13/1998 10:10:00 PM
From: Roger Smith  Read Replies (2) | Respond to of 176387
 
Hi SI,
What Kumar is doing is covering a different segment of the market. He is not covering internet segment. You could say that he should downgrade ENMD because it went through roof once.

Like you I am also short YHOO, but do not blame Kumar for his analysis.

What does Dell have other than a great distribution stratagy ? DELL's market cap is 2/3 of Intel's and IBM and Intel has great technology and patents.