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 : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (14926)	1/21/1999 8:45:00 PM
From: t2	Read Replies (2) \| Respond to of 74651

OT Downsouth, Sorry I have to leave the number one PC maker, Compaq, out of that list. None of these PC companies can compete with DELL. Why? There is too much momentum on Dell's side. The stock drives Revenue which in turn drives the stock which in turn drives revenue ........ Apart from MSFT and INTEL, IMHO---Dell is the only one left to blow out the quarter (or least hit the "whisper" number) I respect your opinions as well---- but I guess we have to disagree on this one. BTW---That is how i feel if we are just talking about hardware. I just don't know how CPQ's internet plans (Roadrunner) will pan out. If they can move in and buy a portal or something ---- I guess things could change. Near term-- Nah! JMHO.