Dell's Daytraders Decision Site Message Board

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Technology Stocks : Dell's Daytraders Decision Site

DELL 126.92

-0.8%

10:38 AM EST

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To: Investor A who wrote (462)	7/27/1997 8:32:00 PM
From: ct	of 1124

I am sitting here listening to Bill Wood, a money manager in Houston who has a talk show on Sunday nights. He was just asked about the competition going after DELL. Some of his statements include: "They have been competing. . . . not remotely close to a saturation point in PC market. . . massive, massive market that has not been touched. Look at Germany, etc. . . . not slowing. . . growth will continue. . . room left to go." He went on to say that projected growth for DELL is 64% and PE is 47. He has said in the past that a stock is undervalued until the PE reaches its projected growth rate. Tonight, he said that DELL was getting to fair value. Anyway, just another viewpoint.

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