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To: PCSS who wrote (36476)11/13/1998 9:32:00 AM
From: Roads End  Read Replies (2) | Respond to of 97611
 
PCSS...I'd trade MD for EP any day. At least he tells the truth.
Steve



To: PCSS who wrote (36476)11/13/1998 9:34:00 AM
From: hitesh puri  Respond to of 97611
 
CNBC just put Dell in tough spots. Not a very convincing interview and not good reasons to justify 50+ PE. A PE of 35 to 40 is fine.

-hitesh



To: PCSS who wrote (36476)11/13/1998 11:00:00 AM
From: MulhollandDrive  Read Replies (1) | Respond to of 97611
 
I thought the question "what is reasonable internet growth?" was good. MD sidestepped the question by saying that he predicts sales would rise to 50% of sales. It's about 20% now. That statement is certainly open to some serious interpretation.

bp


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