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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

3:59 PM EST

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To: kaka who wrote (161080)	9/26/2000 7:23:01 PM
From: Meathead	Read Replies (2) of 176387

Re: ...are at ease allowing SUNW and EMC and NTAP their respective P/E's of 108, 173, and 741!! Outrageous. I'm with you Kaka. IMO, there is no fundamental connection between some of these company's valuations and what they could ever hope to achieve in terms of revenue and earnings power. It's all about the quarter to quarter expectations game. As long as a company is in a hot industry (as defined by the fad of the year), is growing revenues at a rate > 35% and has the potential to continually surprise to the upside each quarter, there is no limit to how high the stock price can go. Literally, no limit whatsoever. Once the company loses the ability to surprise to the upside, it doesn't matter what their growth rate is. The trend becomes disappointment and those insane valuations come unraveled. BTW, at times I've considered Dell to be overvalued, but never close to what I'm seeing some of these companies at today. MEATHEAD

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