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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%3:59 PM EST
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To: stock bull who wrote (45228)5/28/1998 4:22:00 PM
From: Fangorn  Read Replies (2) of 176387
 
stock bull,

The fact that MSFT already has 90+% of the market means they can only grow at the rate of the market. DELL has what? 6-7% of the market which gives it lots of room to grow at a multiple of the overall computer market which it has been doing. I would give a higher PE to the company that is growing faster.
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