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Politics : Formerly About Applied Materials
AMAT 242.41+5.0%3:59 PM EST
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To: H James Morris who wrote (19320)5/12/1998 5:35:00 PM
From: Smart Investor  Read Replies (5) of 70976
 
Everybody knows that DELL is way overvalued at the current price, but
it keeps going up. There is no way one can compare DELL to GE, INTC
or MSFT, it is just a commodity box maker without any research. It
is just defying logic how a commodity box maker can deserve a PE of
70.
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