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: Mohan Marette who wrote (119710)	4/21/1999 7:56:00 PM
From: Boplicity	Respond to of 176387

re:'There's an absence of anything we're hearing from customers that suggests a slowdown,'' he said.' I hope something else doesn't comes along to throw water on the party. But if DELL comes through, the pool of money ready to invest in DELL will grow to an ocean. While I have sold shares in DELL to buy others stocks, DELL is still my number three holding and I own many shares, I would love for DELL and RMBS (another non-performing stock) to join my other holdings. Maybe, just maybe, IBM earnings will do it for us and Niles can take trip on the Nile and leave us alone. Greg

To: Mohan Marette who wrote (119710)	4/21/1999 8:10:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

Mohan, I was disappointed that Microsoft and Dell were held down today given the strong performance with the Dow. Nasdaq and internet stocks. Many of those analysts are assholes with an attitude. The great announcement by IBM could not come at a better time. I am hoping that some jerk out there does not rain on the parade that we are hoping for tomorrow. IBM's stellar earnings should light a fire under the long held back hardware companies. Dell may now be regarded with the same fever as some of the internets. We will soon see. Best Wishes Frank

To: Mohan Marette who wrote (119710)	4/21/1999 9:30:00 PM
From: Meathead	Read Replies (3) \| Respond to of 176387

Michael Dell once said that if Compaq fails to flawlessly execute the assimilation of DEC that it would be like handing us (Dell) the keys to the kingdom. Add finding a new CEO and CFO who will likely want to implement sweeping changes to the agenda. So, today, if you were a business purchasing manager teetering on a decision between CPQ or Dell as being you main hardware supplier, which company do ya think would offer more stability? Dell could see a surge in orders over the next few quarters. MEATHEAD