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Technology Stocks : PC Sector Round Table

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To: Stitch who wrote (33)3/19/1998 6:39:00 AM
From: Pierre-X   of 2025
 
Hello Stitch,

Good to see you here at the Round Table. <g> Polish your armor.

What we want to know is ...
Whats going on with PCs in Asia???

There is interesting are your comments about Dell -- amazingly sharp execution, with them, always. Can you believe this company was trading in single digit multiples five years ago?? Unfortunately, today there is very rich is their share price. Difficult to justify taking a position. Ah well, good things come to those that wait.

Perhaps a matched pair trade could do the trick here -- long DELL short CPQ.

God bless,
PX
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