Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (7506)	4/21/1998 4:57:00 PM
From: Wowzer	Read Replies (4) of 18691

This might be the wrong thread to ask but can anyone explain to me why DELL and GTW would trade higher when IBM verifies the we are in a serious price war and the the PC environment is "terrible" foresee continuing pricing pressures for the next qtr, all according to IBM. I know GTW and DELL are build to order and are able to pass on lower prices more quickly to the consumer without getting burned. But with IBM vowing not to lose market share and CPQ dumping their inventory. How can this be viewed as good news and justfy the high pe ratios? This has to hurting GTW and DELL margins IMO. Rory

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