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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (68287)5/16/2002 4:28:04 PM
From: vampire  Read Replies (1) | Respond to of 99280
 
I wouldn't argue with that

I was only critiquing Dell...and not the industry



To: Crimson Ghost who wrote (68287)5/16/2002 4:47:51 PM
From: Jdaasoc  Respond to of 99280
 
Top and bottom line growth doesn't justify P/E of 61.

However, HPQ crud has P/E of 54. It should be interesting how long HP the printer company and HP, the Compaq computer company stay under same operating company.

It is going to take a lot of spin to push some of these stock IPO deals through.



To: Crimson Ghost who wrote (68287)5/16/2002 4:55:10 PM
From: LTK007  Read Replies (1) | Respond to of 99280
 
yup those little nuances in spinville that dance away from remarks such as that Dell sees the industry DOWN 5% in future and that they(DELL) would be cutting costs by 1Billion dollars(why? in order to make their guidance, that's why)and put those 2 points together and it adds up to the PC biz is STILL in trouble.Max


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