Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: stock bull who wrote (83936)	12/6/1998 3:08:00 PM
From: rudedog	Read Replies (3) of 176387

I'm not sure what Jim Kelley is trying to get at with his analysis, I expect CPQ to do about $11B in 4Q with net profit of about $700M, which would indicate they would fully pay for DEC in about another 3 qtrs not 31 qtrs. Jim seems pretty sour on CPQ. He has made some good calls in the past but I don't follow this current thinking at all. As far as the PE comparison, doing a trailing PE on CPQ is just silly, it's future performance that is of interest and PE does not seem to have much to do with stock price anyway. Also DELL and CPQ are in increasingly different businesses, certainly the dynamics of the businesses are diverging sharply, and so determining investment strategies WRT the 2 companies is a lot more complex than it was 2 years ago.

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