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To: kemble s. matter who wrote (59344)8/18/1998 10:53:00 PM
From: Tweaker  Read Replies (2) | Respond to of 176387
 
What program is Mr. Dell going to be on tomorrow?



To: kemble s. matter who wrote (59344)8/18/1998 11:04:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
PE Schme-E! : Deal with it.

Hi Kemble

You got that right and 'they' (the skeptics) worry about high PEs and valuation I don't think these dimwits have a clue.<VBG>

I am just repeating what you basically said here and they are in no particular order of import are:-

1)Data Storage.
2)China
3)Brazil
4)+90% of the expanding market to work on as Dell only has some 7% or so of the business.
5)The internet-no need to clarify this I don't think.

If one considers all these various possibilities the current PE shouldn't have any real meaning other than it just is so my advice to the skeptics and naysayers is this 'deal with it' or to put it another way 'get used to it'.(VBG)


PS:Of course the ride will be bumpy but quite smooth considering the alternatives.