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: Alohal who wrote (119824)	4/22/1999 4:01:00 PM
From: Eggolas Moria	Respond to of 176387

I see.<g> It's interesting the way people use these boards. I enjoy the discussion on the MB thread and also here. The MB thread has a tendency to be unduly pessimistic at times, but some of the information been particularly good (e.g., analysis of Micron and DRAM prices, effect on revenues of lower ASPs). It's nice not to hear just the zealots. I'm intrigued by Earlie's comments with regards to IBM's report. I'll be looking it over carefully, most likely. But that software and service profitability looks outstanding and the growth in Thinkpad and Netfinity server sales is impressive, even off a poor year ago quarter.