SI
SI
discoversearch

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: JRI who wrote (110035)3/18/1999 9:31:00 AM
From: OLDTRADER  Read Replies (2) | Respond to of 176387
 
RE:CPQ-Just as we havw been predicting for 5 years-EP is history.wbm



To: JRI who wrote (110035)3/18/1999 6:38:00 PM
From: Frank Ellis Morris  Read Replies (3) | Respond to of 176387
 
>>Kumar just lowered his revenue estimate on CPQ from 9.6B to 9.4B, and his earnings estimate from .35 to .20! Ouch.<<

John this is what probably did hurt Dell's performance. Just when the techs and the market is flying some bastard has to come out and pour water on the fire in an attempt to make a name for himself.
After expirations tomorrow I hope that the box makers will come back into favor. Also I am hoping that investors are not moving away from Dell to jump on the AOL train. I have learned so many times that after you bail out of a good stock the damn thing turns around and takes off making you really ticked off.

Best Wishes for Dell
Frank