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Technology Stocks : Dell Technologies Inc.

DELL 114.44

-3.4%

3:59 PM EST

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To: Chuzzlewit who wrote (64381)	9/9/1998 1:53:00 PM
From: Lee	Read Replies (1) of 176388

Hi Chuzz, ..Re: there are three reasons for Dell to descend: 1. global depression - said the same thing back in April yet Europe and US still showing positive GDP growth. 2. Margins squeezed as a result of lowered ASPs - Margins are expanding in the last two reports, last one by 0.5%. 3. Overvalued - subjective determination by some mostly based on primitive measures. (We can't expect investors who wish to use book value or liquidation value in their selection process to understand the concept of PEG. ) In April we were advised to invest in Au, both XAU and stocks as well as the Nikkei. Look at the gains from April. tfc-charts.w2d.com Au weekly tfc-charts.w2d.com Nikkei weekly Sounds like some people want to shop at garage sales and junk yards for what they perceive as valuable prospects. To each his own. Sometimes when looking for cheap, you really get it! <VBG> Best, Lee

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