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Technology Stocks : Dell Technologies Inc.

DELL 130.49

+0.4%

3:59 PM EST

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To: sam who wrote (79146)	11/12/1998 6:47:00 PM
From: Greg Jung	of 176387

We can make upgrades all we want within the current industry revenue trend. My forecast was incredibly optimistic, to go out 3 years with 50% growth! It already traded below 50 last month (briefly) and it enjoys it price because of the current market multiple; over time the multiple will fluctuate but to take it seriously presumes an unrealistic extrapolation. That there are hundreds of fund managers buying into that just illustrates the Casino nature of the market. You would buy on a pullback to 50 only because you can be reasonably sure it will soon bounce up and trade higher in short order. Dell's success is partly based on their concentration on the ever-popular Intel PC, currently the main revenue source for all computer companies, with possible exception of IBM. Yes Hewlett Packard is over 50% PC sales! We really don't have enough of a software set to productively use all that computing power. But to extend the winning streak I'm suspecting the Dell will branch out and in those endeavors may not have such a smash-up model for doing business. Greg

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