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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (17472)2/17/1999 1:56:00 PM
From: Cogito  Respond to of 18691
 
Bill -

News item re: Dell. Ford standardizes on Dell for ALL computers worldwide. That includes notebooks, desktops and servers, all over the world.

Do not underestimate Michael Dell's ability to manage change. I believe there's a good chance he will find ways to renew top line growth.

I think that comparing Dell to Iomega is a bit of a stretch. Iomega had gotten much farther ahead of itself, pricewise, and had much bigger problems than Dell has.

- Allen



To: Bill Wexler who wrote (17472)2/18/1999 12:47:00 AM
From: Victor Lazlo  Read Replies (1) | Respond to of 18691
 
Bill what do you think of Sun and 3com?

3com is starting to look really good to me for bottom fishing.

Victor


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