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: SecularBull who wrote (51993)	7/20/1998 10:01:00 AM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

RE: I would agree that DELL may be extended, Nice to see that we can at least understand where each others view point is derived from. RE: but it is also possible to say that the DELL cycle may be changing to permit higher multiples. This is the "New Paradigm" argument. History has shown that this does not happen. Now maybe it "really is different this time." But history shows that holding to fast to that concept can be very expensive. RE: This would be indicative of DELL's vastly superior fundamental business performance, and the fact that CPQ, et al, are falling apart at the seams in the face of DELL's advantages. This is reflected in the price "already." already is in "" because I don't want people to think that I think the stock can not go a lot higher. The stock should go higher, I don't know when it will stop. I do know it will. Last, CPQ is getting it back togeather. Look out. Jim