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Technology Stocks : Dell Technologies Inc.
DELL 114.88-0.9%2:16 PM EST
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To: Wyätt Gwyön who wrote (159398)8/10/2000 5:28:37 PM
From: Sam Bose  Read Replies (1) of 176388
 
I can't agree: gross margins, industry, and other fundamentals come into play to determine the amount the multiple expands to, but not whether it expands in the future. That is what I meant. CSCO will sport a higher multiple than DELL probably always, but that doesn't mean that DELL's cannot expand.

(Disclosure: short DELL common, long DELL calls, long CSCO common and calls.)
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