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: rudedog who wrote (84980)	12/11/1998 7:54:00 PM
From: jim kelley	Respond to of 176387

I have to agree with you on IBM. They seem to be less adept at marketing their retail PC's than CPQ this quarter. One clerk I talked to said that CPQ was bundled a printer (cheapo) with its PC and undercutting IBM's price for an equivalent PC. I suspect that CPQ is hoping to generate some cash this quarter to finance part of their restructuring and layoffs. Also their cash position gives the AV spinoff some real motivation. I do not think they will be able to complete their plan by mid 1999, it is going to take much longer. I suggest you protect your CPQ position towards the end of this month. DELL should be on the move by then as well as it was last year. Regards, Jim Kelley