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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

3:59 PM EST

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To: jimleon who wrote (45895)	6/2/1998 12:27:00 AM
From: Chuzzlewit	Read Replies (3) of 176387

Well, after the hammering we've been getting lately its about time! Have you read "The Gorilla Game"? I'm about half way through it and it's a fascinating view of the dynamics of how technology is accepted by industrial customers. I don't feel comfortable with the investment approach, but the authors make one point very clearly: the market is at a total loss in how to value hypergrowth, and it seems to significantly and consistently undervalue it. Have you any thoughts on this issue? TTFN, CTC

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