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: Mohan Marette who wrote (92887)	1/29/1999 9:28:00 PM
From: jim kelley	Read Replies (2) \| Respond to of 176387

Mohan, It looks like GTW is attacking CPQ more than DELL. Its country stores are in fact retail outlets. DELL is not really in this market yet. So I am not sure whether this would be a plus or a minus for DELL. It would certainly, make INTC value DELL more as a loyal customer but beyond that I can not say. Also, it means that DELL can concentrate its engineering and manufacturing resources on a coherent set of products. It is interesting! JK

To: Mohan Marette who wrote (92887)	1/29/1999 11:52:00 PM
From: TREND1	Read Replies (2) \| Respond to of 176387

Mohan DELL completes 7th retracement since 1990 geocities.com HAL

To: Mohan Marette who wrote (92887)	1/30/1999 12:12:00 PM
From: Greg H	Read Replies (5) \| Respond to of 176387

Mo and thread, just joined this a.m. after reading for months. Wanted to respond to the Intel, Gateway, DEll question. I work for intc (15 years) and have seen this happen before with Ibm cpq and others. Gateway is making a mistake. As far as dell, they will be taken care of. I was in a meeting last month and intc VP Bill Sheaperd said intel is having to change the way we do business because of MD. With DELLs short order to ship cycle intel must be able to respond. I think it speaks very highly for dell. I bought more Dell stock soon after. Many, many thanks to all on the thread for very good information. Love that Dell. Greg