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


To: Michael Kucera who wrote (116486)4/12/1999 2:29:00 AM
From: powershred  Respond to of 176387
 
RE: What am I missing....

Buy more tomorrow when it is being given away....



To: Michael Kucera who wrote (116486)4/12/1999 8:02:00 AM
From: arthur pritchard  Respond to of 176387
 
michael kucera: No way Dell would take that risk.<eom>



To: Michael Kucera who wrote (116486)4/12/1999 9:08:00 AM
From: edamo  Read Replies (1) | Respond to of 176387
 
michael...re: dell numbers..

can't answer that question...dionne warwicks psychic hotline busy with cpq calls.

past history shows dell very straightforward about earnings, much like intc and msft...the pc problem as i see is "retail" specific...don't hear any noise from other direct seller gtw....

how can an analyst who follows cpq miss so much....blind faith in 5fer...but yet questions of msd.....

dell looks good even with the cpq doomsday....and in fact cpq may look good in the low twenties...they have intrinsic value...and all they need is direction and to rid themselves of the 5fer/mason duet...i would buy cpq in the low twenties....think it will double in 12-18 months if management changes and they stop playing with "retail" and go back to core corporate business...but in time they will be second to dell who has not lost focus...ed a.