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


To: isdsms who wrote (58355)8/14/1998 7:32:00 PM
From: SecularBull  Respond to of 176387
 
Ira, believe what you want. I've placed my bet on DELL. Call me in a year and tell me you were right!

Ha!

LoD



To: isdsms who wrote (58355)8/15/1998 10:44:00 AM
From: Jorge  Respond to of 176387
 
<<CPQ Flight to Quality>>

No, Flight To Lower P/E...In this climate Low P/E's look more attractive to some buyers...That doesn't meant CPQ is more efficient or more anything....The fact is CPQ's price is so beat down because of their malfunctions that investors are now "hoping" CPQ's finally got their act together and will be recouping the losses from last October (or new investors are seeing the "supposed" opportunity and are trying to jump on the Johnny-come-lately-CPQ train)....DELL has already put many investors much deeper in the money than CPQ since last October so any correction here (we'll know how much, if any, by Wed. 19th morning) is only a small reduction in their portfolio's...CPQ still has a ways to go to catch up to DELL in price performance, quite a ways.

Regards, George