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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Ian Davidson who wrote (145851)	10/26/1999 10:34:00 PM
From: Ian@SI	Read Replies (2) of 176387

And of course L.T. is a Fleck follower also. Are you sure that they're not one and the same? Neither seems to have the mental capacity to understand that when a company is growing much more rapidly than any other member of its peer group, the Street will give it a higher multiple. A higher multiple that is earned by a more rapid increase in earnings; a greater ROE; a greater book value; ... But it's really quite kind of them to lay the foundation for another meteoric rise through their short sales. With the consistent track record for growth from DELL, the squeeze will come sooner or later. Given that DELL's treaded water for the better part of a year, it won't be held back much longer. My guess is once Y2K turns out to be a dud; and it's clear for all to see, Fleck / LT will be decimated. Again? ;-) Ian.

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