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Technology Stocks : DELL Bear Thread

DELL 129.25

+0.7%

Dec 26 3:59 PM EST

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To: China Trader who wrote (135)	3/16/1998 12:47:00 AM
From: Satellite Mike	Read Replies (1) of 2578

Many people seem to think that low-priced PCs won't affect DELL because DELL customers are not that price-conscious. I agree with you that when CPQ, others target this market with very inexpensive, yet high- performance PCs, DELL's customers will go after those low prices. PC makers are getting ready to play hard ball now and the days of DELL as a momentum investment will soon be over IMAO. I really doubt DELL's PE will continue to be 150% higher than its competitors. But DELL's competitors PEs are not that low either for an industry that's about to get ugly. Mike

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