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

To: Robert J who wrote (20658)	11/4/1997 8:26:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Robert, I have been long DELL for 1.5 years and hold a large position in DELL.Nevertheless, I object to the mindless banter and rabble rousing that has come to the thread. DELL will test the low 90's soon and if the general market conditions continue improve then it will go through it. The attack on its PE is based on a supposition that it will not be able to sustain its revenue and earning growth rate. There is no evidence to that effect. Jubik is using that argument inconsistently on CPQ and DELL. He touts CPQ as a better investment than DELL because its P/E is lower. However, the PEGs of CPQ and DELL form the same ratios as their P/Es. So much for Jubik. So much BS so little time....