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Technology Stocks : Compaq
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To: Aitch who wrote (47914)2/13/1999 9:13:00 AM
From: Lynn  Read Replies (1) of 97611
 
Thank you for posting the entire article, Aitch.

My read of this part is that although DELL is valued as if it is a gorilla, it is not:

[quote begin}
We would also argue that given the more competitive and less
differentiated nature of Dell's business relative to that of Cisco (CSCO $105),
Microsoft (MSFT $163) or Intel (INTC $133) that a discount to the growth
rate might be more appropriate.
[quote end]

Could you please share the URL for this with us?

Lynn
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