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To: Gary Ng who wrote (79590)4/21/1999 1:48:00 PM
From: Tony Viola  Respond to of 186894
 
Gary, I think Dell's high PE is due to their high growth rate, which many attribute to their direct, no inventory, just in time, etc. model. Apparently, that hasn't been that easy for Dell's competitors to copy. Either that, and I suspect more the reason, is that Dell's competitors were too egotistical to copy it...until now.

Tony



To: Gary Ng who wrote (79590)4/21/1999 1:49:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Gary - Re: "A better one would be to spin off this unit and IPO it. This may give the new unit which is so successful a very high PE(at least the same as DELL as it earns more because it use K6 or even better if they can put some 'e' or 'i' prefix with it)."

This is a fine idea.

E-mail it to Ben Rosen c/o Compaq.com - I think he can use a few good suggestions.

Paul


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