Dell Technologies Inc. Message Board

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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: Ian@SI who wrote (146626)	11/5/1999 9:16:00 PM
From: Alohal	Read Replies (1) of 176387

Aloha Ian! Re; "Yes the others are catching up in terms of P/E. But not in terms of growth rate, net margin or ROIC or any other ratio that matters." No question, but right now the street is preoccupied and will need to be hit over the head (ala strong earnings)to move the stock price. Mo Mo's see 10-25%/day gains in small tech stocks and aren't interested (for now) in 30-40%/yr returns (my guesstimate about Dell's stock price appreciation going forward). There is plenty of room for both in my portfolio and my dell holdings allow me to sleep soundly. Cheers Alohal

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