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Technology Stocks : Dell Technologies Inc.
DELL 149.45+1.9%9:36 AM EST
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To: Mike McFarland who wrote (30019)2/18/1998 10:37:00 AM
From: Fangorn  Read Replies (2) of 176387
 
Mike,
Re Scott Black calling DELL too expensive. This "value" investor would have considered Dell too expensive at every point in time for the last two or three years. DELL is always too expensive for so called value investors. Let him buy CPQ and wonder why his pick is lagging ours next year. I wouldn't trade my Dell for CPQ if you gave me a 10% premium, maybe for 20% but I would immediately sell it and buy more Dell.

I hear that train acomin', comin' round the bend.
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