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Technology Stocks : Dell Technologies Inc.
DELL 117.42-1.7%3:59 PM EST

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To: Phillip Crone who wrote (31497)2/28/1998 5:28:00 PM
From: jim kelley  Read Replies (2) of 176387
 
If you believe that then go buy CPQ or one of the other boxmakers.
If you are convinced you are correct then you can short the stock or buy some put contracts.

The market (not the P/E), determines the value of a stock. The P/E is simply a reflection of how richly the market values a stock. The market appears to value DELL's prospects more richly than it values CPQ or MUEI or GTW. IMO this is not without sufficient justification based on both its past performance and future prospects.

We will see......
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