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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Patrick E.McDaniel who wrote (19946)	10/30/1997 2:55:00 PM
From: jim kelley	Read Replies (1) of 176387

Patrick, There is no solid evidence of a shift in company or sector fundamentals. There is legitimate concern that INTEL sales to the Asian countries will be flat to down. However, there is no specific evidence of this. It has more to do with a slowdown in the economies in the far east. They have excess inventories of the no technology variety. I do not know whether INTEL will be affected significantly or not. I do know that INTEL is beginning to take over the low cost PC market. 3 out of 4 advertisements for such PCs were intel inside offerings. A lot of the thread talk that one does not need powerful desktop machines is the same talk that we have been hearing since the IBM 7090. Basically, it is rehashed BS that has been disproved over the years. DELL got most of its growth from the US this past quarter. Europe should kick in this quarter. So I do not see a big impact on DELL this coming quarter. As for the " DELL can not keep it up argument", well that can apply to any company in the market. I think I will wait until there is evidence that DELL's growth rate is actually declining before I haul that one out for inspection. In the meantime, DELLs P/E is perfectly reasonable and certainly a lot lower than it PEG. What would be amazing to me if I had not seen this many times before is the number of self styled thread GURU's that appear from no where claiming to have made great riches by predicting sudden market movements. frequently, these people get caught in their own lies. So there is a lot of lying going on at times like this. These lies and rumors are effective in the short term. Remember BRE-X. More recently, recall the runup in INTC stock after the BUYBACK rumor on CNBC. That was worth $5 per share. I hope you enjoy the carnival atmosphere.... Regards, Jim Kelley

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