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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: Meathead who wrote (22874)	11/24/1997 5:04:00 PM
From: James Choi	Read Replies (1) of 176387

<<Hank, Franco, Paul M., has the story changed? Are the fundamentals deteriorating?>> Look at the laptop number. Wasn't it 10% of revenue? Laptops are expected to have a hard time competing against the traditionally strong, and now cheaper, Toshiba, Hitachi and other Japanese brands. Other than that, the balance sheet looks great except the P/E is too high even for this company. That has been my point all along. P/E will be adjusted either by raising E or lowering P. I am afraid P will be taken care of before E has any chance for the next few days or weeks. James Choi

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