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: Bazmataz who wrote (119855)	4/22/1999 8:09:00 AM
From: jmac	Read Replies (2) \| Respond to of 176387

I agree with you. The Street has changed its opinion about DELL because of the $300M revenue miss but also because of the warning that CPQ gave about a softer PC environment. It has always ben my opinion that on CPQ could screw up a PC business during the best two year period of time for technology. INTC was actually good news but it did not get perceived as good news. MSFT came next and said that the PC business was robust. Now, IBM shows POC business may actually be better than robust. GTW comes out today and it is important for DELL because GTW adopted DELL's business model and has been successful with it. DELL options was cheap yesterdya before the news. I bought 50 calls because either one of two things was going to happen: IBM would report a loss for its PC business and decide to get out of the PC bulding business (benefits DELL) or IBM would report great PC sales numbers (benefits DELL). I expect GTW to report great numbers and DELL to go up again. 50 by DELL's earning's report!