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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (21544)	5/9/2001 9:18:55 AM
From: Electric	Respond to of 37746

I compared CSCO to DELL..I hate IBM, they get kid glove treatment and I just dont like them..wont trade it ever! (well unless it goes to the 80's again..lol) My comparison was because when analysts and the talking heads try to rationalize high PE ratios for ESTABLISHED companies, then the law of averages starts to come into play...the median PE will drag any extreme PE ratio toward it..now this is established companies..ones who have their model in place, have passed the initial growth phase and are settling in.. DELL did that right before their last stock split. I love DELL though, what a company..dump IBM and buy DELL..