Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 127.40

+1.2%

10:41 AM EST

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To: AGURB who wrote (504)	7/28/1997 2:32:00 PM
From: jim kelley	of 1124

CPQ is likely to show a larger unit increase than normal due to the fact that they were selling <$ 1000 PC's during last quarter. This is a new category of consumer PC. DELL does not sell these PC's. A better measure of the performance of the two companies is the revenue gains. CPQ had a 25.2 % gain year over year. DELL will probably come in with a 63.2 % gain year over year. Thus CPQ(26) is trading near its revenue growth rate of 25.2 % and DELL(47/37) is clearly trading at well under its revenue growth rate of 63.2%. This is what the difference in the companies PE's is caused by. Hope this clears up some of the confusion....

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