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Technology Stocks : Dell Technologies Inc.
DELL 129.98-6.2%Dec 12 9:30 AM EST

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To: kemble s. matter who wrote (52735)7/21/1998 11:36:00 AM
From: G.M. Flinn  Read Replies (2) of 176387
 
Hi Kemble. Guess you hung around Austin a bit to enjoy our cool Texas summer! I concur w/ your opinion. Think about it, DELL is truly expanding in a massive way ... both in the U.S. and abroad. They have been relatively quiet about it IMO. If prices are supposedly firming, and the "big boys" are expecting better times ahead, just imagine what DELL is going to do. Throw in the Y2K compliance issue, where you can bet the government and corporations are going to replace computers rather than spend millions to update outdated ones, and 1999 and 2000 are going to be huge for DELL. And by the way, DELL always hits its numbers now, CPQ whiffs every time. Who would you give a higher forward looking P/E? DELL looks cheap compared to CPQ.

Wish I could have joined everyone in Austin. Definitely next year.

Glenn
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