no problem. I forgot about it already. While DELL might be in a different sector, dell is large enough to be somewhat of a proxy for the high-tech market. They are in the same league as ORCL, SUNW, MSFT, LU, CSCO, INTC. All those companies are experiencing a revival or a continuation of price appreciation. I for one am surpassed that DELL has not turned around by now in the price appreciation department. I was telling everyone at the beginning of the year that I thought DELL would have to grow into it's PE, right about now is when I thought that would happen. The questions I have are, was it the quake, DRAM price increase, flat pannel availability continuing decrease in PC price, or and size of the company that are holding it back, or is something more? Could it be the prospects that handhelds wireless devices are holding DELL back? It's too early for the last one.
Greg |
