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


To: McNabb Brothers who wrote (23915)12/2/1997 5:37:00 PM
From: Bearded One  Read Replies (2) | Respond to of 176388
 
Time to jump in this one with both feet--

Is the outlook for Dell so much better than Compaq that it trades at 125% Compaq's P/E?

I think that it will be a lot easier for Compaq to mimic Dell (push their website) than for Dell to mimic Compaq (engender long term channel relationships).

Oh, and if there is an overcapacity problem, Compaq has way more cash than Dell.

Looks like an easy arbitrage here-- buy Compaq, short Dell.

Any thoughts?