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Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (3244)7/29/1998 11:06:00 PM
From: Pawel Achtel  Read Replies (1) | Respond to of 5944
 
Buying DELL now is like buying ADPT at $70 when it was growing the revenues. If DELL misses... It has a long way to go down - longer than ADPT when it was @ $54. ADPT was on PE of 50 then. Of course, DELL may still grow the revenues at a rate of 50% PA and become larger than IBM and CPQ taken together in a couple of years. For now, the PE of 70+ indicates it is almost the "certainty" that you trying to buy into. Just my opinion ;-)

Good luck,

Pawel


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