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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%3:59 PM EST
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To: jmac who wrote (146679)11/6/1999 7:44:00 PM
From: jim kelley  Read Replies (3) of 176387
 
Jmac,

Re: "GTW is growing as fast as DELL and ha a much lower PE."

Just to set the record straight. You are wrong on both accounts. The GTW run up in price has made DELL the better value.

I pointed out in an earlier post that GTW's revenue and earnings growth is not nearly that of DELL.

In fact, GTW revenue growth rate is about half that of DELL
and GTW's earnings growth rate is about 2/3 that of DELL.

Regards,

Jim Kelley
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