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: Lizzie Tudor who wrote (123457)	5/10/1999 12:26:00 AM
From: freeus	Read Replies (2) \| Respond to of 176387

I am totally confused after an hour of reading the DELL thread tonight. DELL will do well...wont do well...pc industry is flat...pc industry is fine...good earnings will propel DELL higher...good earnings wont matter because interest rates might be going up. YIKES!!!!! Freeus

To: Lizzie Tudor who wrote (123457)	5/10/1999 8:53:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

re: Since enterprise software is a boom and bust 8-year cycle purchase, hardware provides a way to even out the revenues a little. It's a good comment, that's what MSFT see, that's why they are pushing NT 2000 out the door, and that's why DELL will have to move up the gravy chain to move forward, and that's why CPQ bought Tandy and DEC. I didn't realize there was an 8 year cycle, I bet that changes, now that economy has change and IBM is no longer the main company servicing this sector. hmmm What caused that 8 year cycle? I need to know that. Greg