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 : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (22593)	2/14/1999 5:16:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 77397

stand by my conclusion that DELL has no real product differentiators, no intellectual property, and is vulnerable to competition. Yeah, they are a King, but what a King! I had the best return on them of any stock I have bought in the last 4 years. I sold Dell yesterday on its way down. I know they will have a good quarter, but I think the days of 56% growth are over, it will now be 35% a year, which is great, but not worth the PE's it had.

To: Tony Viola who wrote (22593)	2/14/1999 9:09:00 AM
From: DownSouth	Respond to of 77397

Tony, post on the DELL thread does not appeal to me. I do lurk occasionally, and they are all over the rational scale. I share your concern RE: CPQ, but have put some money there late last year and watched it grow. I think they are liable to be THE boxmaker and add differentiators and intellectual property to the mix. I see a pattern to their acquisitions, though it is difficult. The rumors about buying AMD, poppycock, imo. I would have to dump CPQ if they were serious about that.

To: Tony Viola who wrote (22593)	2/14/1999 9:06:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 77397

>>I completely agree with you. Boy, liable to get a lot of hate mail from Dellheads, though, huh? Hey, Tony, I'm a dellhead, but I'm sure not going to flame you <g>. I like hearing critiques of dell; if I don't have a ready comeback, I dig in and try to find one. So far I'm batting 1000. Despite Dan Niles (who the hell is he?) speculation about a $300M earnings shortfall, I think dell will post blowout revenue and earnings numbers on Tuesday and dell stockholders (as in me) will increase their net worth substantially. Keep your fingers crossed for me. Casino opens 1d 12h 30m Frank btw, Chambers gets my vote for Tech Exec of 1998