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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: kemble s. matter who wrote (156881)	5/9/2000 10:01:00 PM
From: Sig	Read Replies (3) of 176387

An item to think about from a brochure-"The Markets Measure" <<< His favorite example- the 1939 ejection of IBM from the DOW (AVG) to make room for ATT. Over the next 40 years T's price slightly more than doubled.... During the same period, IBM SPLIT 29 times and gained 22,000 percent.>>> What was IBM's P/E just before the 8th split? Was it "too high"(hehe) I guess it took 29 splits to convince people, because after that IBM was returned to the DOW. Now we have bears after 3 months of analysis saying CSCO is overvalued, headed for a fall, after only 8 splits. Or Dell after only 7 splits. HOW DO THEY KNOW (the future of Dell and Csco)?, without looking at the companies performance -which in Cscos case is +55% on sales, and +58% on earnings. Todays ratings are just noise, mixed with some churning. And the field Csco and Dell work in is immeasurable, trillions are discussed. Remember the game Michael played with his boys(IBM) and ask whether 7 splits is all we get from Dell?(G) Sig ( still holding Dell for the next 22 splits)

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