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


To: Kevin Chesser who wrote (17481)2/16/1998 2:22:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 97611
 
Kevin: ..and I thought you are an aggressive investor.<gg>

DELL has done remarkable things and trades at a PE in the 40's mainly because of its higher growth rate. I am not comfortable holding a stock with that high of expectations. I don't know when it will slow down but Dell will not continue that growth rate -- IMHO.

That's why I am "way longer" on CPQ.