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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: edamo who wrote (149174)	12/13/1999 5:00:00 PM
From: JRI	Read Replies (2) of 176387

Ed, you have recognized part of the solution...but, if your purpose is to state that it is the entire solution, then, I would argue that you are wrong (if that hasn't been apparent).. Relative to Sun Microsystems and HP, Dell is undervalued...PEG much less than both......this (gap) will not last much longer....I'll revisit with you in May/June...I think we will (both) see what I mean by then...by then, I think (some) investors will return to Dell...Personally, I'm looking forward to the y-o-y comparison 1st quarter (February-April) 2000 to 1999.....Dell y-o-y growth rate should be super come earnings announcement in May 2000...and with Windows 2000, Intel-bugs worked out...coppermine/rambus, Earthquake over/chip prices more normal....Dell, even without changing their story...is going to suddenly look exciting in that CC....WOW, a 30 billion $ plus company growing earnings (stable) above 35% (Fancy that!)...5 billion in cash/marketable securities...ROI 185%... Continued good luck. I'm done.

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