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

To: Wyätt Gwyön who wrote (159398)8/10/2000 5:22:28 PM
From: sam  Respond to of 176388
 
Dell Computer (DELL) 41 3/4 -1/16: Gross margins of 21% were right in line with expectations...



To: Wyätt Gwyön who wrote (159398)8/10/2000 5:28:37 PM
From: Sam Bose  Read Replies (1) | Respond to of 176388
 
I can't agree: gross margins, industry, and other fundamentals come into play to determine the amount the multiple expands to, but not whether it expands in the future. That is what I meant. CSCO will sport a higher multiple than DELL probably always, but that doesn't mean that DELL's cannot expand.

(Disclosure: short DELL common, long DELL calls, long CSCO common and calls.)


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