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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 3:59 PM EST

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To: Voltaire who wrote (88866)	1/12/1999 10:35:00 PM
From: Boplicity	Read Replies (2) of 176387

From Allen B. on the wind thread. <<I think the large-cap, small-cap divergence is so interesting as to be almost captivating. Why would any seasoned investor pay a PE of 80 for fast-growing commodity company like DELL? It is an economic impossibility that DELL will be allowed to continue enjoying hyper-growth, no matter what you believe about their business model or their talented managers. That's what competition in a commodity market is all about, and if the PC sector is anything it is competitive. Exactly when DELL will be slowed, I'm not sure, but I am certain it will happen. First margins and profits, and then even revenue growth will regress to the industry average.>> For the rest of the post go here. Message 7230314 Greg

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