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

To: Mohan Marette who wrote (34671)	3/17/1998 12:32:00 PM
From: SecularBull	Respond to of 176387

Possible similarity to early-August '97 on charts for DELL. Not momentum and stock price at that time vs. now. Larger move, but similar, nonetheless. Note too, that this period was also post-split. If this is consolidation, we're soon to head upward... tscn.com

To: Mohan Marette who wrote (34671)	3/17/1998 12:44:00 PM
From: ratan lal	Read Replies (1) \| Respond to of 176387

Mohan On the other hand DELL should have been trading at Gateway's P/E which I think is quite reasonable. If this happens DELL should be trading around $75.00 Perhaps the market knows something we dont. I for one believe that there are more reasons why a stock is at any price at any given moment in time than all the analysis we can come up with. For the long term we need to set an expected price of the stock based on its own analysis rather than as a comparison to another stock. Its quite possible that instead of DELL rising to sell at GTW p/e GTW may fall to sell at DELL p/e or even both p/e's may drop. ratan

To: Mohan Marette who wrote (34671)	3/17/1998 1:06:00 PM
From: Gabriel008	Respond to of 176387

Mohan, I believe that the GTW P/E is an anomaly resulting from their Q3 loss - 68›- which produced a total f97 eps of 70›. If you compare the trailing 1997 P/E [57] versus forward 1998 P/E [18] you'll see the dramatic difference. The only reason that we see the high trailing P/E at this point in time is due to GTW's remarkable turnaround in Q4 [59› eps].