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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.6%

Nov 7 3:59 PM EST

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To: Boplicity who wrote (150691)	1/7/2000 1:42:00 PM
From: JRI	Read Replies (1) of 176387

Greg, I would agree with you IF you are saying that it will be difficult to hit a home run with Dell (ie. 100% or more gain this year) vs. a single/double (25/40%) gain....However, even within the "harder" investment environment in which you envison...Dell should still do well....I would think that (a harsher environment) would more likely mean that (1) E-tailers (and other weak internet concepts) will get pounded (stock) and some go out of biz and (2) The 1,000% multiples that some stocks have...will be harder to come by and (3) All stocks will get absolutely crushed (a la Lucent) if they miss.....To bet against Dell during a major Microsoft upgrade year seems a bit risky, no....at the very least, counter-trend? Or do you NOT think Dell is a sure 25% or better (if they execute)....or that too low a hurdle rate for you <G>

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