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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: rupert1 who wrote (48039)	2/14/1999 6:44:00 AM
From: Aitch	Respond to of 97611

Afternoon victor, Fair comment, I have no objection to the good-natured stuff that Sir Andrew Aguecheek and Movolio partake in, it's the acrimonious stuff that worries me... Too much emotion... I agree with your comments on the re-evaluation of P/E's for our two favorite computer companies. There does seem to be a bit of light-headed internet craziness surrounding DELL's current status. Having said that, I got into and out of DELL recently for a small profit, I just wouldn't be long (or short) at the moment. There is an interesting debate on the CSCO thread regarding the lofty P/E's of DELL vs. CSCO. The basic theory is that CSCO can afford to have a relatively higher P/E as it is a market leader with the lion's share of it's market place. In addition, once you strip out the valuations et al of it's recent acquisitions, the P/E is more in line with the industry. DownSouth made a relevant comment: Message 7805410 Anyway, the debate is interesting, but you need to wade through a lot of emotional back and forth between certain members of that thread too... I am going to plagiarise your strategy for Tuesday. Sell on a pop and back in later... H