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To: marginmike who wrote (112258)7/12/2001 8:09:02 AM
From: Lucretius  Read Replies (1) | Respond to of 436258
 
DELL is trading at 30+x earnings, PC sales are collpasing and ASPs are collapsing... DELL isn't going away... but its a single digit multiple business.... they sell a commodity. its an IP and deserves a similar multiple.



To: marginmike who wrote (112258)7/12/2001 9:33:39 AM
From: Venkie  Read Replies (1) | Respond to of 436258
 
stampe......shorts caught in the crossfire...stumbling over each other trying to run for thr hills...silly bear clowns