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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: Boplicity who wrote (31727)	3/2/1998 7:01:00 PM
From: Patrick E.McDaniel	Read Replies (1) of 176387

Greg, I don't know if you are a short term day trader or long term investor. I am sure many would want Dell to go to 110-115. These would be people to whom missed this move but want to own the stock. Wanting something to happen may be different from what the market decides to do with the stock. Compaq used to be priced higher than Dell about a year or so back. Then Dell was priced in line with Compaq around last summer. Now split adjusted, Compaq would be 62 compared to Dell at 135 5/8 compared to last summer. Yes, Compaq is at a lower price relative to Dell. The Compaq valuation in the future will be based on performance as will Dell. If Compaq can deliver the price will go up. The same goes for Dell. If either one doesn't deliver, the wolves will come out in force. Dell being at a higher P/E it is more exposed to bad news if it should happen. Dell's future is clearer as it is a direct boxmaker and hasn't changed it's position. Compaq has tried to be direct and channel boxmaker. The DEC deal now makes Compaq also a service company. It isn't clear if Compaq will have a smooth transition to a dual purpose company. The market doesn't like mud. Pat

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