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Technology Stocks : Dell Technologies Inc.

DELL 111.10

-7.8%

Jan 20 3:59 PM EST

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To: jim kelley who wrote (146200)	10/31/1999 11:26:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

Jim re: In time, DELL will be awarded the 50% premium to growth that INTC and MSFT get. My outlook on a stock is to not confuse current stock price performance with how the company is doing. Dell is continuing to execute along a torrid trajectory. On the other hand, the stock price is not matching the company business trajectory. This is what value investors look for. I am not a value investor as I am satisfied to invest in the best company that I can find and expect in the long term to make money as the company executes. As I see it this year of low stock price appreciation is not lost as the company did not stand still. It was just a little over a year ago that Intc was viewed as dead money. Then magically the stock price caught back up to the company performance. Who can say what Dell's stock price timing will be with certainty? Certainly the analysts failed miserably on Intc last year. Cheers Mike

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