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Technology Stocks : Dell Technologies Inc.

DELL 115.43

-1.5%

Jan 23 9:30 AM EST

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To: Lucretius who wrote (40342)	5/5/1998 10:04:00 AM
From: Walt Corey	Read Replies (1) of 176388

Back in the late 80's MSFT was selling at $35/share and would split on a regular basis. How many times would you guess it's split in the last 10 years? 10? And how many copies of Windows does a person need when OS/2 and the Unix's were/are far superior O/S's. Given it's fundamentals my take is DELL is about where it should be, relative to the market sector it is in. Then again, some day the meteor is gonna hit and only the termites will be left. At some point the run will be over, but not with a bang, as you suggest, but with a whimper. High tech stocks will slowly fall from grace. I do not see that happening in the short term. Perhaps when Biotech cures cancer and AIDs they'll become the darling of the street again and hightech will be a footnote. That will eventually happen, but not tomorrow. Walt

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