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


To: Mohan Marette who wrote (110907)3/22/1999 11:00:00 PM
From: PAL  Read Replies (2) | Respond to of 176387
 
Mohan-san:

I really don't know how to make of this 5fer. Is he an excellent CEO and does he have a few loose marbles? Whenever CPQ has a problem in slowing sales, he blames the entire sector, which brings down the stocks of all his competitors. Can't he just admit that he is losing market sahre to Dell and/or GTW? Funny how WS operates. Instead of selling CPQ again (down 5/8), the market sold off Dell again: down 2 3/8. Sooner or later Fund Managers will realize that CPQ is the problem, and not the entire sector.

I hope that when CPQ announces earnings, it won't drag Dell with it.

Paul