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


To: edamo who wrote (117065)4/13/1999 3:22:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
From CNBC...2:15 CST..

A Neuberger Berman Portfolio Manager said...

*CPQ's dissapointment validates DELL's premiere business model.

*IBM and HWP may be stronger competitors now.

*The PC market is starting to mature and become very competitive.

*Right now he is cautious about all hardware stocks -- including DELL.

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IMHO, next month MSD will give him some good reasons to believe DELL deserves more attention and investment dollars <GG>..!!

Regards,

Scott