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Technology Stocks : Dell Technologies Inc.
DELL 135.79-3.4%9:37 AM EST

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To: BUYandHOLD who wrote (30890)2/24/1998 10:59:00 AM
From: Satellite Mike  Read Replies (1) of 176387
 
My feelings exactly. Obviously no one knows how to run
a box company like DELL. The market has rewarded him now
to the extent that DELL is valued at over three times as
much as Nike. Growth is decelerating and box prices are
falling like a rock. This is a commodity, though, and
barriers to entry can't be compared to INTC or MSFT, others.
I hate to go against the grain of momentum players, but
valuing DELL at 3.2 X as high as Nke or .9 X as much as G.M.
reminds me of a Holland Tulip Bulb mania!

MV BABER
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