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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Sig who wrote (20311)	11/2/1997 1:14:00 PM
From: dougjn	Read Replies (1) of 176387

I don't doubt that Dell has a real edge over his competitors in adapting to the marketplace demands, delivering product efficiently and at low cost. What I doubt is that demand will keep rising at the rate it has been. I imagine current quarter numbers will be pretty good. Lots of momentum. But in a slowing environment, it will be hard to maintain the pace. Still strong growth for Dell, better than others. But Dell's multiple depends upon blow out performance. It is a fragile multiple. The stock price until recently has not been at all fragile because of a strong belief that Dell can do it. Well, I believe if anyone can, he can. But.... First time Dell even slightly disappoints, or significantly signals lower expectations going forward, look out below. I think near term there is at least as much chance of loosing 15 more points as there is of gaining them back. But hey, I could be wrong. Just playing what seem to me to be the odds. Regards, Doug

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