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: BGR who wrote (86683)	12/23/1998 9:19:00 AM
From: BGR	Respond to of 176387

Thread, Ingram Micro (IM) predicted softer earnings yesterday. Given that this Christmas season was a booming one for PCs (as evident from INTC's running out of chips and AMD's projected revenue numbers), could it be that CPQ's direct sell program is slowly becoming successful? This, combined with the other posts in the thread about white box makers feeling the pinch of tighter CPU supplies, is just as a few on the thread predicted, that the distributors and white box makers will be the first casualties in the shift from retail to direct. At this point I think that rudedog's prediction of booming 4th quarters for DELL and CPQ is largely a given. I will be getting into some Feb spreads for both these companies today. -Apratim.