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Technology Stocks : Dell Technologies Inc.
DELL 120.43+4.4%2:23 PM EST

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To: Ruduee who wrote (19237)10/27/1997 2:33:00 PM
From: Box-By-The-Riviera™   of 176388
 
Growth in market share and therfore sales, IMO, will not be able to save the fall in margins/eps that all computer makers will suffer going forward.... I think you will see a devaluation as well as cut in estimates for dell cpq etc after dell reports.....

Where growth rates at the top line could in the past allow for a stock p/e equiv going forward such as we had recently....that will now change to more realistic numbers, my guess, p/e in the 23 range.....and therfore an approx. 50% reduction in stock price for dell from last fri close...as well as for cpq

Just my two cents...

Joel
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