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To: jmac who wrote (86202)7/27/1999 2:46:00 PM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
Yeah, maybe someone should sue Dell for poor stock performance. Just take a look at the chart here, what a dog Dell has been.

techstocks.com

People blow my mind, ingrates.



To: jmac who wrote (86202)7/27/1999 2:50:00 PM
From: Elmer  Read Replies (3) | Respond to of 186894
 
Is this an all time high we are at now?

EP



To: jmac who wrote (86202)7/27/1999 8:08:00 PM
From: Fred Fahmy  Read Replies (2) | Respond to of 186894
 
Jmac,

<My biggest disappintment has been with the performance of DELL stock (not DELL the company). They are moving on all cylinders and then some. The pissed off the Stret two quarters ago and haven't been forgiven since. GTW is doing better than DELL (stockwise) and that just doesn't make any sense to me. CSCO is a puzzlement too.>

IMO, DELL and CSCO (which I believe are excellent companies) are absurdly overvalued....of course there are many stocks even more overvalued..but that's not the point. DELL has a P/E of 60. CSCO has a P/E of 100. How high do you expect these P/E's to go?????

Re: GTW vs. DELL

Why shouldn't GTW be doing better than DELL? GTW is a solid competitor and has been generating excellent results. Although their growth is slightly less than DELL, GTW's relative value is dirt cheap compared to DELL. In fact GTW's P/E is less than 30.

FF