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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Phillip Crone who wrote (32818)	3/7/1998 3:23:00 AM
From: Satellite Mike	Read Replies (1) of 176387

Dell better be taking business away from Compaq. The price increase here is nothing short of a mania; Compaq's earnings last quarter were about 650 M. That's about as much as DELL made all last year (after splitting in three consecutive years). Dell's market capitalization is now almost exactly the same as Compaq's (about 45 Billion). DELL's numbers look silly next to Compaq's, and they continue to profess that they can sell boxes for $1500 or so while others are struggling to sell $850 boxes. This whole industry is ripe for a juicy correction. After that, the $600 boxes are where the money is. Those who really believe that DELL's growth is not slowing must be kidding themselves. MV BABER

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