Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Satellite Mike who wrote (31962)	3/4/1998 6:37:00 AM
From: ct	Respond to of 176388

Someone's buying -- 500000 after the bell. quote.com

To: Satellite Mike who wrote (31962)	3/4/1998 2:55:00 PM
From: Chuzzlewit	Respond to of 176388

Michael, You said DELL's ridiculous PE will be right in line with the big-4 (IBM, Compaq, Packard Bell-NEC, Hewlett Packard). How would you expect the market to reward DELL for it s perceived growth compared to say IBM which is barely growing its revenues, or Compaq which is experiencing margin pressures? Don't you think that given those perceptions DELL would command a higher P/E, and if you agree, how much higher a P/E would you think is reasonable? I'm always interested in the details of the case for the bears. Regards, Paul