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Technology Stocks : Dell Technologies Inc.

DELL 133.75

+2.5%

Dec 16 3:59 PM EST

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To: Meathead who wrote (22582)	11/23/1997 5:42:00 PM
From: James Choi	Read Replies (1) of 176387

Re: Re: "At the moment, I am convinced that Dell cannot maintain its high P/E because of future prospect." Re: Based on your time horizon post, I would assume that your statement refers to the "future" as being 1 or 2 months out. Correct? Correct. And also, just as Intel's monopoly day's are over, I believe so is Dell's day of staying ahead of everyone else. PC is a commodity. Anyone can buy any component from anyone. It will be extremely difficult to maintain a PE that is twice of its peers. Perhaps I should make it explicit. I don't doubt the future of Dell. I just don't see how that PE can be maintained. James Choi

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