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Technology Stocks : Dell Technologies Inc.

DELL 127.90

-4.4%

Dec 17 3:59 PM EST

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To: JRI who wrote (62896)	9/1/1998 4:42:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Thanks John for a nice analysis. I've been trying to get the same thing across to a lot of bearish investors. Buying growth through Dell is dirt cheap compared to some of the nifty fifty. It is for this reason that I have been using CNPEG as a metric -- it measures the price of growth relative to the market. Jim Leon made the point (about a thousand posts back) that we invest in companies, not stocks. Dell is a quality growth company that does not seem to be adversely impacted by the current economic turbulence. TTFN, CTC

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