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Technology Stocks : Intel Corporation (INTC)

INTC 35.09

+2.2%

3:47 PM EST

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To: jmac who wrote (86202)	7/27/1999 8:08:00 PM
From: Fred Fahmy	Read Replies (2) of 186894

Jmac, <My biggest disappintment has been with the performance of DELL stock (not DELL the company). They are moving on all cylinders and then some. The pissed off the Stret two quarters ago and haven't been forgiven since. GTW is doing better than DELL (stockwise) and that just doesn't make any sense to me. CSCO is a puzzlement too.> IMO, DELL and CSCO (which I believe are excellent companies) are absurdly overvalued....of course there are many stocks even more overvalued..but that's not the point. DELL has a P/E of 60. CSCO has a P/E of 100. How high do you expect these P/E's to go????? Re: GTW vs. DELL Why shouldn't GTW be doing better than DELL? GTW is a solid competitor and has been generating excellent results. Although their growth is slightly less than DELL, GTW's relative value is dirt cheap compared to DELL. In fact GTW's P/E is less than 30. FF

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