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Technology Stocks : DELL Bear Thread
DELL 120.60+1.8%Jan 9 9:30 AM EST
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To: Andrew Fenic who wrote (21)3/9/1998 9:26:00 PM
From: jjs_ynot  Read Replies (1) of 2578
 
>>> I think as reality sets in Dell shares are going to get punished severely. It is easily the single most overvalued issue in computer hardware.

I guess I don't have a good feel for relative valuation levels. Some
people think SUNW and DEC are overvalued but who knows.

I do know to continue to grow is going to be tough. It may require
moving to other markets beyond PCs. I have seen indications the
DELL was going to enter the networking arena. If you think PCs are
competitive. Those networkers (COMS, CSCO, BAY, ASND, NN) are
absolutely cutthroat. Those guys stay just inside the law.
PCs are a gentleman's game by comparison. So I wonder where the
growth can come from. But you have to admit DELL is a great company.
It's the valuation that is at issue here.

Dave
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