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

To: Mohan Marette who wrote (116830)	4/12/1999 9:25:00 PM
From: stockman_scott	Respond to of 176387

<<US Bancorp Piper Jaffray analyst Ashok Kumar, who predicted Compaq's warning three weeks ago, advised investors not to read too much into the company's troubles. ''Compaq's shortfall is not representative of the health of the industry,'' he said.>> I agree with Kumar completely -- in this case....Now he should start pounding the table on DELL -- tomorrow would be nice time for an upgrade <GG>!! Best Regards, Scott

To: Mohan Marette who wrote (116830)	4/12/1999 9:59:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Saw this earlier too Mohan and thought it might be a misprint. Actually, Compaq if anyone is capable of this. Make revenue numbers with low margins... I'd bet their margins look horrible this quarter. Right now, they are offering $125 rebate at CompUsa for a specific configuration. Sell your product to make revenue numbers but give the profits back in to form of rebates and incentives to move last quarter's model. Their business appears to be run like a car dealership. MEATHEAD