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

To: Mohan Marette who wrote (82659)11/28/1998 8:03:00 PM
From: t2  Respond to of 176387
 
Mohan
It appears that high P/E's are becoming more and more acceptable. This is what is going drive Dell's stock price higher.
In addition, the failure of Compaq's direct model is going to help.
Here's a prediction, Compaq will preannounce disappointing earnings or be short of expectations by a couple of cents. Dell will start to move up in a big way once this happens (This may seem like strange logic - but I am betting on it).



To: Mohan Marette who wrote (82659)11/28/1998 11:00:00 PM
From: Joe Sabatini  Read Replies (1) | Respond to of 176387
 
>>Isn't a bit foolish to make such a forceful comment?

I think it would be more foolish to think that over the next four months Dell's earnings will double (a sustained double, not a seasonal anomaly).


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