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Technology Stocks : Dell Technologies Inc.

DELL 129.15

+0.6%

11:01 AM EST

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To: Jim Patterson who wrote (33818)	3/11/1998 1:14:00 PM
From: Lee	Read Replies (1) of 176387

Jim, ..Re:<<The true risk is where investors perceive it to be.>> Jim, Sorry but risk is a measurable quantity. You are describing uncertainties. Risks are measurable values such as interest rate, inflation risk, inventory risk, liquidity risk, etc. All of these are values which can be readily measured or assigned a value based on current conditions. I also disagree that the market does not care about fundamentals anymore. I think the valuations that people place on companies like Coke are the result of the company's past performance. It's been apparent for awhile that consistent earnings performance generally rates a premium on price. Lee

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