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


To: Paul van Wijk who wrote (27857)1/18/1998 10:53:00 AM
From: jbn3  Respond to of 176387
 
re But does that explain such a big difference in PE when growth rate is the same?

Paul, if all three companies (CPQ, DELL, HWP) are growing at the same rate, then I would expect them to have similar PEs. So, either
1) the market expects DELL to continue to grow faster than the others,
2) DELL's price is ahead of itself, or
3) the other two companies are undervalued.

I personally think that DELL is growing and (I hope) will continue to grow faster than the others (#1). However, in case situation #3 is correct, I own a bit of CPQ and HWP as well.

regards, 3