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Technology Stocks : Dell Technologies Inc.
DELL 132.08-0.8%Dec 1 3:59 PM EST
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To: PCSS who wrote (161526)10/4/2000 4:46:49 PM
From: SecularBull  Read Replies (2) of 176387
 
The Compaq analogy is not accurate. Compaq's problems had less to do with hypergrowth, and more to due with a failing business model.

Dell's problem is that it has hit peak efficiency in its market, and the only way to go from here is down. However, investors have significantly tempered their expectations.

LoF
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