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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Mike Harkness who wrote (249)	9/25/1996 9:11:00 PM
From: John Veltheer	of 176387

Mike, Plain and simple - it has come too far, too fast. Earnings are expected to be $1 in a traditionally strong quarter. So say we end up with $3.50 for the year we have an 18-20 p/e on an extremely mature co. with a 31% market share (I think anyway). Where can they grow? What will drive earnings? What happens on Nov 13 when the FED meets and Bill is safely reelected? CPQ and DELL, amongst others, are fully (if not over) valued. A short position may hurt for a while but I look at it as an opportunity to short more. I did DELL at 84, 85 and 87. I was getting nervous mind you. I wanted it to turn back, and fast. You want overvalued take a look at TeeComm (TENXF or TEN) on the TSE. 2nd quarter revenues: 4.2 million (half of last year) 2nd quarter net income: -3.3 million (4 times last year) Loss per share in Q1 96 = 13 cents Loss per share in Q2 96 = 13 cents And if that aint bad enough a recent release (Sept 17th) announced they were lowering prices on their satellite dishes. Do you think this will help the revenue/income problem? 25 million shares "worth" $10 US or $13 CDN ...... Take it easy all, JEV

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