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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (124528)5/13/1999 6:12:00 PM
From: Frank Ellis Morris  Respond to of 176387
 
What the CEO at IBM was implying today is that everybody is foolish for buying any internet stocks or anything related to the internet since their PE's are way over priced and IBM has a very reasonable pe comparable to unprofitable internets. This is what was at the heart of it and why techs sold off today leaving IBM smelling like a rose.
What is worse that if IBM sell's off tomorrow expect more downside from other techs.

IBM claims that they are focusing on earnings and revenues. This was an attack on AOL, Dell and you name it. He got away with it and the stock soared while others sold off including Dell.I hope Michael Dell
takes what happened today very seriously and delivers an appropriate counter measure.There are too many frayed nerves with Dell and a lot of people got burnt at the last couple of quarters even though they were pretty good.

Frank



To: stockman_scott who wrote (124528)5/13/1999 6:16:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Stocky,

I think is perhaps a mistake to compare DELL and IBM with respect to who is the leader in e-commerce. IBM is a conglomerate of hardware, software, systems and services.

I think it is better to view this as IBM's endorsement of the new e-commerce segment of the economy. It is further recognition of the
validity of DELL's direct model.

It is also the first death knell of the indirect channel vendors in the PC business.

regards,

Jim Kelley


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