Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 117.19

+3.5%

3:59 PM EST

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To: kemble s. matter who wrote (167705)	11/1/2001 10:14:47 AM
From: Patrick E.McDaniel	Read Replies (2) of 176387

Is Bin Laden working for SSB now? Dell Computer (DELL) 23.98: Salomon Smith Barney finds risk/reward unattractive following 44% rise since Sept 21 vs a 10% advance for the S&P 500 and 19% gain in the S&P; stock currently trading at 37.5x FY02 and 33.2x FY03. Firm would become an aggressive buyer on a pullback to the mid-teens... Prudential a bit more positive on the stock following lunch yesterday with Michael Dell; believes that with limited risk for additional estimate cuts, stock is well positioned to benefit from near-term multiple expansion.

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