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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Hank Stamper who wrote (3356)	2/18/1999 1:11:00 PM
From: Trebor	Read Replies (1) \| Respond to of 15132

David: Re: Dell P/E -- good question, wish I knew the answer. If you buy into what some are saying that Dell's glory days are over, then certainly its P/E is going to have to get more in line with its competitors. But if you believe, as I do, that its story remains intact -- i.e. superior business model, outstanding management, etc., then I think it will continue to command a premium in the P/E department. Nightly Business Report did a good interview with Michael Dell last night that bolstered my confidence. It's available at:http://www.nightlybusiness.org/