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 : Audio and Radio on the Internet- NAVR -- Ignore unavailable to you. Want to Upgrade?

To: Annette who wrote (7690)	2/13/1999 3:51:00 PM
From: LTK007	Read Replies (4) \| Respond to of 27722

I have found that to post on the Yahoo NAVR board these days is to enter into a sewer of demented rats--quite a few of the both the longs and shorts on that thread are methinks certifiable lowlife--it is an incredibly horrendous thread right now ---the demented crew over there are actually in dismay that someone would actually threaten a lawsuit over rank unabandoned libelous slander and vile obscenity---I predict SI membership will just keep rising and rising as intelligent people will have to pay up to SI to escape Yahoo!Max90

To: Annette who wrote (7690)	2/13/1999 4:03:00 PM
From: Dr. Id	Respond to of 27722

Re: Dell I'm not sure that they will surprise the analysts this time. I have felt for a while now that their business model may catch up to them as computer prices drop and Compaq and others enter the direct sales market. A year or so ago, Compaq forsaw the imminent problems with remaining a box-maker, and bought Digital to become a full service company (which much larger margins). Dell did not make any acquisition to expand their business model. Therefore, the decrease in their earnings, if not occuring this quarter, is IMO just a matter of time. Compaq is a much safer bet at the moment. JB P.S. Hope NAVR gets a pop soon so I can put my winnings into more CPQ...Or CSCO...