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

To: KS who wrote (105689)	2/28/1999 9:02:00 AM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<So my afternoon was spent confirming what I knew all along... IGNORE THE ANALYSTS! (Unless they say "BUY", of course!) >>> I have often compared the ratings of Cpq and Dell, wondering why the analysts nearly always had more strong buys on cpq and a better( lower) rating overall for cpq. IMO analysts have the following perceptions( some of which are incorrect or will soon change) 1. Cpq is on the NYSE and is looked upon as one of the 'big boys', especially since they paid billions to acquire two other big companies, Tandem and Dec. And Cpq is No 1. in sales, very visible in the stores and advertisements. As a result Cpq is considered to be the aggressive No1. top dog in the industry. 2. When they 'get it all together'(any time now) hehehe, they can really make big bucks. 3. Stock price: Cpq price has been much lower than Dell, sometimes 1/2 to 1/3 d the cost. And thus perceived to have to have a greater upside potential percentage wise. 4. Dell is unique company, very different from Cpq. Quiet.Not so subject to analysis. Just a boring growth rate of 50%,50%,50% 5. With the lower stock price, there has been much more money (fees)for brokers in trading the stock than in trading Dell Summary: The old perception of NYSE having 'better stocks' than the Nas is changing now, since Msft, Intc, Csco, and Dell elected to stay on the Nas. The last Dell stock split will eliminate the excuse that Cpq is a better buy because of its lower stock price. Analysts try to play it safe, keep from appearing to be utter fools. Do not recommend Dell at $125, if it dropped 20% it would be $99 and looking like a bad call. If Cpq dropped 20% from 30, it would be at $24, which is Hey, no big deal coulda happened to anybody. Yes, very wise to ignore the analysts, unless one is a big believer in "averaging down" via diversification. 17 strong buys on Cpq, 10 on Dell?. Come on, get real, analysts. Dump that Dogpac(G), or Up your Dell Sig

To: KS who wrote (105689)	2/28/1999 10:34:00 AM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

Sig:We are both in agreement.What is still strange is that the Street dosen't see what I see.-----CPQ will end up as a diversified nothing(they have clearly been destroyed by DELL)--- like so many I have seen in 40 years. ---DELL will run off with the "business of their business"-the remainder (competitors) will fade into oblivion."That"-is the big-pic future and is I have BET THE FARM.----DELL has no REAL copetitors left-here or globally speaking-they now own the world.wbm