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Technology Stocks : Dell Technologies Inc.
DELL 128.43+0.6%Dec 24 12:59 PM EST

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To: hdl who wrote (157529)6/1/2000 7:46:00 AM
From: GVTucker  Read Replies (1) of 176387
 
RE: Dreman

Dreman was an excellent investor for many years. But since he sold majority interest in his business to Kemper, his performance has suffered mightily. My guess is that he really isn't working as hard as he used to; he took one glove off, to use an oil field analogy. I don't listen to him as closely as I used to.

DELL at 50x or so isn't a layup buy, but the short side doesn't look that enticing either right here.
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