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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: jim kelley who wrote (52132)3/16/1999 10:35:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Jim, yup, and I've got several of them, including the industry being in the tank. But the main point is that Dell is selling at 80 times eps in a negative growth industry and that will not last forever. The fact that the co. is not touting to high heaven for only the second time in the last five years simply adds credibility to the idea that Dell is not different. MB