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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: kathyh who wrote (38376)5/11/1999 9:52:00 AM
From: Tim Luke  Read Replies (5) | Respond to of 90042
 
i would be a seller of dell before earnings...but that is just me



To: kathyh who wrote (38376)5/11/1999 9:56:00 AM
From: Devil's Advocate  Respond to of 90042
 
DELL is a must hold right now. IDC data shows that DELL had an excellent quarter (50% increase in units shipment over same quarter last year). WE have to wait to see if margins have declined and if ASP is down too. I expect both to be down but revenue growth should be over 40%.

BTW, I may sound like a broken record, but one should hold to DELL long, IMHO.