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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Mama Bear who wrote (17448)2/16/1999 10:57:00 AM
From: Cogito  Read Replies (1) of 18691
 
Barb -

I hadn't remembered that IDC report. I stand corrected. On the other hand, Dell's revenue was up for 98, yes? Yes, I do realize that having an expanding share of a shrinking market would not be a good thing.

As I think about it, though, I must say that you may be right about Dell anyway. They are enjoying price multiples that may not be justified by their real growth rates going forward.

- Allen
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