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Technology Stocks : Dell Technologies Inc.
DELL 126.41+2.8%Dec 19 3:59 PM EST

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To: Chuzzlewit who wrote (17842)10/7/1997 5:30:00 PM
From: vip   of 176387
 
Paul:

<< The worrisome feature of Dell is that there is nothing proprietary about this business. It is simply a very efficient assembly and marketing company. This is the major reason I don't forsee an expansion of it's P/E. >>

Agree. But if it is that simple, how come other companies did not do what DELL did in the past several years?? DELL is successful because I am sure they are doing something unique that other companies have trouble in repeating it.
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