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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

Jan 30 9:30 AM EST

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To: John Rowton who wrote (19067)	10/24/1997 8:21:00 PM
From: Meathead	Read Replies (1) of 176388

John - "I am wondering why everyone is so bullish" In a word "growth". A 10billion dollar company growing at 50% per year... unbelieveable. There are always hints of problems, just check out IDC research on the future of PC growth and the NC. Competetive threats, falling prices ect, now foreign turmoil etc. These worries have always been with us. I think the growth side of the equation is still large especially for Dell who has a lot of market share opportunity upside. This stock is flying astronomically high so it's a tempting short for many investors. To be sure, Dell could get hammered at any time for any reason making a lot of shorts happy (would be the first time in a looong time). I for one have been and will continue to stay long on this stock until the story goes sour and even then I might hold on a little to long<g>. MEATHEAD

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