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


To: D.J.Smyth who wrote (162344)10/25/2000 10:39:28 AM
From: kaka  Read Replies (1) | Respond to of 176388
 
DJ,
So lets take it at the most rudimentary level.

Dell's projected growth is 25-30%
Compaq does 22%, says next Q should be ~18%, and 2001 should be 12-14%. Kumar once called DELL's 37% growth "anemic"; wonder what he is saying about CPQ.

Dell and CPQ have comparable P/E's.
Dell is down today; CPQ is up.