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

To: gc who wrote (80587)	11/15/1998 10:57:00 PM
From: rudedog	Respond to of 176387

gc - I believe direct will never be more than 30% or so of CPQ's business and not the important 30%, that is a defensive move. I don't think CPQ is a good long-term short at this time - in fact I can't see any point in the last 5 years where it would have been a logical short candidate for more than a day trade. Dell of course is never a good long-term short. A lot of folks (me included) got sucked in by CPQ management in late '97 and early '98. I should have paid more attention to Jim Kelley back then, he had been advising of the inventory problem since summer of '97. Still, I don't base my investment decisions solely or even primarily on how much I like the management. I base it on how I think the companies will perform. Good luck with your investments.