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Technology Stocks : Newbridge Networks
NN 16.36+1.5%3:59 PM EST
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To: Robert who wrote (9710)2/17/1999 11:39:00 PM
From: Luc N.   of 18016
 
Robert what matters here is that the absolute growth rate is beginning to level out, that's what the market does not like. It could mean that the Dell business model is no longer unique to Dell and thus no longer warrant its high PE ratio.

Dell's success essentially depends on phone and web sales! How long does it take for your competition to copy it?

I'd have more confidence in a Microsoft since they have real technology.
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