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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: JRI who wrote (101706)2/18/1999 1:07:00 AM
From: BGR  Read Replies (1) | Respond to of 176387
 
John,

Thanks much for the thoughts! Looks like your predictions wrt the stock price held true for the day. I did see the strong Q1 pipeline comment which is very interesting. I believe that DELL also announced a few big contracts today (with Ford I think). CSCO is also down 21% from it's high, DELL is down about 25% so I guess this is the regularly scheduled haircut (CTC is calling for 60 in June!). All in all, I am still bothered about the way the 0.2B shortfall news came out - it is not the shortfall that bothers me. Otherwise, my only other concern is DELL's foray into the sub1K market.

-BGR.