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: James A. Shankland who wrote (130476)	6/2/1999 2:29:00 PM
From: DellFan	Respond to of 176387

Dell Moneyline story notes and link - for those who can take more ugly news 3 analysts spoke - one believed that Dell will be an "underperformer" - another that the signs were "ominous" - Battaglia appeared neutral mentioning effect of day traders. Reasons for loss of confidence in Dell: 1. Declining margins 2. belief in Y2K spending slowdown 3. Nothing in business plan beyond the PC (my comment - 1 and 3 are true and the business reasons for which need to be publicly addressed by MD, and while he's at it, he could clarify the demand vis a vis Y2K on an industry-wide and Dell specific basis) Relative 1999 market performance 1. Dell down 10% 2. Naz up 10% 3. Other PC makers have double digit gains (HP, IBM, Gateway) 4. Dell placed by Lou's remarks in same classification as CPQ (the two losers in the PC industry) (My comment - 1, 2 and 3 are true observations and point out that there is a crisis of confidence in Dell management - MD needs to be more communicative, #4 is a smear) cnnfn.com (Dell story is a little over halfway through.)