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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: TigerPaw who wrote (134335)6/24/1999 2:55:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Well, it looks like uncertainty about DELL's future arose around the issues of revenue growth rate, earnings growth in comparison with other companies in the sector. Also, the sector is down relative to some other tech sectors due to the highly dramatic fall of CPQ.

CPQ's, IBM and HWP operating cost problems in the PC arena have affected the entire sector. IMO opinion unjustifiably. DELL got its 50% valuation premium stripped from it when this went down. Some of the analysts have been valuing it as a "value" stock rather than the premier "growth stock" in the sector.

JK