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Technology Stocks : Dell Technologies Inc.

DELL 129.98

-6.2%

Dec 12 9:30 AM EST

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To: Chuzzlewit who wrote (149696)	12/22/1999 1:31:00 PM
From: Tony Viola	of 176387

Chuzz, Re: "At its height in 1961 IBM had half the P/E that CSCO commands today." Yes, but the average P/E then was a good deal less than that of today, probably about one fourth. Again, I'm quite familiar with the history of computers, and that industry's rampup. It was nothing like the explosiveness we have today in the Internet. I am gradually exiting selected tech stocks (CTXS and BMCS for example) and holding cash. I continue to hold DELL and TLAB because the valuations aren't insane. I think it is madness to short the market because the bubble could continue to expand for some time. I agree with those moves. Still, some companies are so ingrained in investors minds with the approximate doubling growth each year of the Internet, that they'll survive quite large valuations. Tony

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