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

To: Fangorn who wrote (31012)	2/25/1998 12:15:00 AM
From: Mr. Miller	Respond to of 176388

Just posted one message. Thanks for your response. I think their P/E is so high because many(including me) are looking at two things: 1) I am discounting the screwy quarter they had with the charges. 2) I am more inclined to look at 12 months coming and that P/E is within reason. You say that there will be 3 or 4 global computer makers, and GTW won't be one. Was it not the case that DELL was acknowledged as much as GTW is now back in the fall of 1996? Look at you guys now. All I see on quality charts is DELL and GTW. Why won't GTW and DELL be 2 of your predicted 4, along with the stellar IBM and CPQ. HWP and NEC will always have their niches, but the direct sales to consumers, small businesses, and a few large corporations can be dominated by the aforementioned 4, and maybe just 3(excluding IBM). Why not have the BIG three of the PC market analagous to the auto makers? Thanks. Miller