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Strategies & Market Trends : Tech Stock Options
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To: broken_cookie who wrote (43126)5/13/1998 11:08:00 PM
From: Suresh  Read Replies (1) of 58727
 
Richard,

just a small observation about DELL;

F9901 Est. 1.87
F0001 Est. 2.44

If the recent data in IDC is correct, dell would have grown about 45% year over year, but everyone is willing to pay 44 times financial year 2000 earnings.

BTW, DELL's price is no longer competitive in the market. Mom and pop stores with the same configuration (except for the case) will beat it's price. This is based on my own research looking for PII-300/333 about a month or so ago. But big companies who are buying from DELL are slow to realize the fact that they are being taken for a ride (JMHO). Some of the small companies I know have started to relay on the mom and pop stores.

Later,

Suresh

Disclaimer: I am neither short or long DELL.
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