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


To: hitesh puri who wrote (16253)2/2/1998 8:49:00 PM
From: John Koligman  Respond to of 97611
 
Hitesh - Dell is a proven growth vehicle, that is what has been supporting the PE. I would assume momentum players are also helping Dell, (and hindering CPQ) to some extent these days. As you say, I think in time the valuation question vis a vis CPQ/Dell will work itself out, with CPQ catching up...

John



To: hitesh puri who wrote (16253)2/2/1998 8:49:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 97611
 
>Here is a possible explanation for DELL's high valuation

Hitesh here is a possible explanation.

zdii.com