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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST

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To: Mohan Marette who wrote (34671)3/17/1998 12:44:00 PM
From: ratan lal  Read Replies (1) of 176387
 
Mohan

On the other hand DELL should have been trading at
Gateway's P/E which I think is quite reasonable. If this happens DELL should be
trading around $75.00


Perhaps the market knows something we dont. I for one believe that there are more reasons why a stock is at any price at any given moment in time than all the analysis we can come up with. For the long term we need to set an expected price of the stock based on its own analysis rather than as a comparison to another stock.

Its quite possible that instead of DELL rising to sell at GTW p/e GTW may fall to sell at DELL p/e or even both p/e's may drop.

ratan
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