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 : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: marquis103 who wrote (37446)11/24/1998 9:00:00 PM
From: John Koligman  Respond to of 97611
 
Russ,
Rudedog alluded to this in his 'magnum opus' post about CPQ/Dell prospects going forward. You should be able to find it by using the search function if you have not read it already...

John

PS - I found the CFO's comment on margins interesting, I wonder if that might be why Dell was down today...



To: marquis103 who wrote (37446)11/24/1998 9:33:00 PM
From: Kenya AA  Read Replies (1) | Respond to of 97611
 
Hi Russ,

The THIRD Quarter is old news !

Ooooooohhhh ! DELL is going to cut prices! I'm shakin'! Who the hell is Matt Sargent ? Oh DELL is going to increase pricing pressure ? Oh they're going to TRY to maintain their 50% growth rate ? Well good #!!%%%%### luck to DELL!

K