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

To: Fangorn who wrote (45356)	5/29/1998 2:39:00 PM
From: Eddie Kim	Read Replies (1) \| Respond to of 176387

I don't know I dignify your post, but... Eveyone knows that Compaq's non-profit quarters are only a short-term problem, yet you Dell bull continue to act like it will continue on forever. The example you give is absurd and I doubt any serious investor/analyst would value CPQ like you attempt to do. C'mon...stop playing these silly games. They really get no one nowhere.

To: Fangorn who wrote (45356)	5/29/1998 4:49:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Steven, that analysis points out just why price to sales ratios and P/Es are meaningless. Obviously, Compaq is trading at these levels because investors expect things to turn around very shortly (I have my doubts ...). But this underscores just how ridiculous it is for some to say (as they have said on this thread) that Dell's P/E is too high. Too high compared to what? That's like saying a mile is too long, a hundred dollars too little, and 100 degrees to cold. These numbers only mean something in context. But you will not convince Eddie of that. He has overbought the idea of Compaq. TTFN, CTC