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Technology Stocks : Dell Technologies Inc.
DELL 119.41-2.7%Nov 19 3:59 PM EST

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To: freeus who wrote (135602)7/6/1999 1:35:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<I don't really understand the lag in DELL at all. Just don't have a clue!>>

freeus: I can relate to those comments.....many of my relatives this weekend were asking me about DELL's lag. They also hold large positions in stocks like CSCO, MSFT, and CMGI. In terms of valuation DELL looks like a value stock. Check out CSCO's P/E..!! Oh well, most of us still have some DELL and it sure is tough to bet against them. The Fund managers are fascinated with internet infrastructure plays, telecoms, and many new high potential new internet issues. DELL's investment in KOOP isn't looking too bad today <G> !!

Best Regards,

Scott
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