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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Chuzzlewit who wrote (66649)	9/22/1998 1:07:00 PM
From: Lee	Read Replies (2) of 176387

Chuzz,..Re:This is an example of fear beyond reason. For those who are challenged by words and descriptions, maybe a picture would help. Dorrine posted a really nice picture this morning showing past and estimated future earnings. As is apparent in the picture, Dell exceeds consensus estimates. nasdaq.com Re: Put another way, if the 30 year bond has a P/E of 20, then the stock market needs to have a P/E well in excess of 20. This seems to be the most misunderstood concept floating around today. Everybody parrots the common line that S&P values are excessive; however, it is never repeated in the context of current rates and inflation, only according to historical norms. Probably the worst assumptions made are the assumptions that Dell won't grow market share, that the Dell model can be readily emulated, that new markets aren't opening up, and that Dell can't evolve it's business into concurrent parallel technical pursuits. Just my 2 cents. Best, Lee

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