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Politics : Ask Michael Burke
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To: Chuzzlewit who wrote (71036)11/27/1999 4:44:00 PM
From: Freedom Fighter  Read Replies (2) of 132070
 
CTC,

I essentially agree with you on all the valuation points. Time will tell if they can expand their model.

I'm a little less optimistic about the PC remaining a strong and profitable grower though. Essentially it is a commodity product as it exists. This works against it. I also see the move towards networking and the internet as slowly undermining the need for an intelligent terminal with its own extensive operating system and software. Dell may assemble and distribute the eventual replacement, but that isn't carved in stone.

I also don't know what to make of the put selling. My guess is that over the long haul they will eventually be "put" stock at a price much higher than the market price and the whole thing will be an economic wash (give or take).

Wayne
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