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: Boplicity who wrote (105682)	2/28/1999 12:24:00 AM
From: CRICKET	Respond to of 176387

Exactiment, n'est pas? Cricket

To: Boplicity who wrote (105682)	2/28/1999 9:08:00 AM
From: Catcher	Read Replies (3) \| Respond to of 176387

re "it all comes down to management" agree but bet that dell's superior management, which accounts for "out-performance", is already built into stock price. $110 stock price said superior management will sustain revenue growth If demand slackens--in short term,or even if PERCEPTION is that "demand is slackening" superior management can't wave a magic wand. in mid to long term, dell's management (vs, say CPQs)will outperform. for next 3 - 4 months though, not sure even m dell's leadership makes dell's stock the place for serious money