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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Jim McMannis who wrote (10270)12/5/1997 3:54:00 PM
From: Elwood P. Dowd  Respond to of 97611
 
Now that the Asian markets seem to be settling down and the inflation/deflation thing seems not to be as great an issue for the moment, I have to agree with you that it's market share, as well as questionable margins on the cheapy pc, and inventory concerns. For some reason, DELL is allowed a much higher PE, while sporting a much lower book value, and, seems to have developed an amazing cult-like following. S.