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

To: D.J.Smyth who wrote (33404)3/9/1998 5:50:00 PM
From: D. Swiss  Read Replies (1) | Respond to of 176387
 
A little old but relevant.

yahoo.com

Drew



To: D.J.Smyth who wrote (33404)3/9/1998 6:28:00 PM
From: Rene Madsen  Read Replies (1) | Respond to of 176387
 
This is just a guess, but could it have something to do with CPQ's PE of 23 and DELL's PE of 54 ?



To: D.J.Smyth who wrote (33404)3/9/1998 7:49:00 PM
From: Lazlo Pierce  Read Replies (1) | Respond to of 176387
 
Darrell, IMHO the reason for the CPQ upgrade, and dell downgrade is price and risk/reward. Mny are bearish short term for techs and boxmakers. At this point CPQ doesn't have too much more downside, what 20% to 20? While Dell if indeed does stumble, they could be looking at a 30 - 40% haircut (from 69 to 48 would be 30%), and relative upside short term in a corrective stage is limited. So....

Dave


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