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Technology Stocks : Compaq
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To: rupert1 who wrote (61625)5/19/1999 6:23:00 AM
From: rupert1  Read Replies (2) of 97611
 
I didn't hear the DELL CC so cannot speak to the context of the following remarks, But at face value, they suggest that Michael Dell is being a bit economical with the truth. His fascination with COMPAQ suggests that the Dell-Pffeifer clash was not one-sided.

"The interesting thing to note is most of (those) companies ... are losing money in the PC business," he said. "For them to make money, they have to raise prices or make dramatic changes in their cost structure or a combination of both."

After the CC, Kumar predicted that DELL is moving into an era of 30-35% growth. If this is so, its current forward p/e is more than twice where it should be by normal valuations. If the market asserts those valuations, and if sustainable growth is to be 30-35%, then the DELL share price should move to $28-35 or go sideways for a number of quarters until its current price range grows into its p/e.
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