Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Boplicity who wrote (119707)	4/21/1999 7:43:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Greg:I think now it is clear CPQ has become irrelevant,anybody that counts in Technology Intel,IBM,Microsoft all reported stellar numbers,even the 'nuts' have come through at least most of them.If anybody needed convincing I say THIS IS IT, it couldn't be any more obvious.As far as I am concerned the agenda driven analysts can go to hell,Niles and all. And oh CPQ will be lucky to get back on track in a year,if they do then we'll talk about it,that too if they can find somebody extremely capable to run the damn thing. Hell even CPQ grew revenue close to 40% YOY,IBM's PC biz grew 50% yoy, Asia,IBM stated, has done well,as for the other regions Europe,The Americas did extremely well, I don't know what these Wall Street Analysts SOBs are saying if they are saying anything at all. Today,the schmoes tried to inject fear (and succeeded holding back IBM and DELL during market hours) of uncertainty by saying Microsoft and Intel were cautions going forward, yeah right like they always said otherwise in the past,then they said CPQ didn't give any guidance, well WHOOP-DE-DOOO'!!!! Quote of the day from IBM to the schmoes of Wall Street:- 'There's an absence of anything we're hearing from customers that suggests a slowdown,'' he said.' Now you think they got that?????<vbg>

To: Boplicity who wrote (119707)	4/21/1999 8:46:00 PM
From: kemble s. matter	Respond to of 176387

Greg, Hi!!! RE: Mohan, After see what IBM did, it's obvious that CPQ has blown it. Forget Niles, his 15 min. of fame are up. He should have read this thread...his fame would last and last and last...Why didn't he change his mind after the last analyst meeting? Why didn't he listen when Tom Meredith mentioned that "Dell keeps running like the energizer bunny"....He refused to change his mind when Tom and Michael held their conference call and told us about the future growth..."Best win/loss ratio in our history"..."SOME OF THESE CONTRACTS WILL BE SPREAD OVER ONE, TWO QUARTERS"....Kevin Rollins shortly thereafter releases the statement that: "DELL will continue to grow at historic rates..." Since when does he decide to change his opinions on DELL and go south with them..Why can't he come out and say he made a mistake? Swallow your mistake and admit it....Has any DELL manager EVER mislead him? Yep, You're right Greg,....His 15 minutes of fame are up.... Best, kemble