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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Craig Lieberman who wrote (146389)	11/3/1999 3:29:00 PM
From: G.M. Flinn	Read Replies (1) of 176387

Craig ... great post. If we can be patient and wait for the market to absorb that DELL is a leader in business to business e*commerce, not to mention retail internet commerce, it just may earn a better P/E multiple more reflective of its long term growth rate. Packard Bell drops out of the picture today ... 1 or 2 other major players may follow. That will only mean more DELL strength and margin firming. Oh yeah, one more minor detail ... DELL does not have any brackets around its reported net income like so many internet co's! Glenn

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