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


To: Elwood P. Dowd who wrote (84837)12/11/1998 8:01:00 AM
From: JRI  Read Replies (1) | Respond to of 176387
 
El- Given I hold some Compaq, I am hoping for continued (nice) appreciation (saw some already here, in fact), but what was this author smokin' ?

<Compaq may be on the verge of generating earnings in the Dell-like range of 45-50%>

I can't see this happening for any (significant) length of time....IMO, Compaq's cost structure will not allow for this sort of hyper-growth... (Of course, it is meaningless to compare EPS numbers for the next few quarters, y-o-y)...



To: Elwood P. Dowd who wrote (84837)12/11/1998 9:08:00 AM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Elwood: Looks like the Susan the bimbo of WSJ hasn't got a clue.Thanks for the article though.



To: Elwood P. Dowd who wrote (84837)12/11/1998 9:13:00 AM
From: Fangorn  Read Replies (1) | Respond to of 176387
 
Elwood,

The big house push continues. They want to sell ALL their CPQ to you before it disappoints AGAIN in January. I will keep my Dell, Thank You.



To: Elwood P. Dowd who wrote (84837)12/11/1998 12:51:00 PM
From: John Koligman  Respond to of 176387
 
Elwood - I think the big positive for CPQ out of all this is that 'Zalesky' is now posting on the Dell thread with his patented 'lets make some $$$$' line! I distinctly remember back last fall and several times earlier this year when he posted the same line on the CPQ thread and the stock promply fell. Could be more good news for us...

John <ggg>