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

To: John Chen who wrote (26129)12/22/1997 5:51:00 PM
From: Andrew Fenic  Read Replies (2) | Respond to of 176388
 
Dell is trading at too high a PE for a commodity hardware manufacturer.

I think they are going to see a dramatic slowdown in growth during 1998 that will drive the stock back down to a fair valuation in the range of $30 to $50 per share.

I see CPQ gaining total dominance in the sub-$1k PC and the high end server markets. Companies like Dell will be left struggling for a vanishing middle.


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