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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Boplicity who wrote (153618)	2/11/2000 9:08:00 AM
From: Meathead	Read Replies (1) of 176387

Hi Greg. You are probably right. Us engineers make terrible investors because we think logically and work in numbers... totally out of synch with the emotional aspect of the market. Unless Dell can support higher PE's with lower growth, the numbers don't suggest the stock price will move up much in the short term. Rightly or wrongly, my rule is to hang on to a stock until the story changes. With the warning 2 weeks ago, the story changed quite a bit so I lightened up somewhat. I still hold a reasonable amount because it's a good company and they still bagged over 400M in a bad Q. How many other PC manufactures can do that? MEATHEAD

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