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Technology Stocks : Dell Technologies Inc.

DELL 140.63

+1.7%

3:59 PM EST

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To: Dennis who wrote (68265)	9/29/1998 9:10:00 PM
From: kahunabear	of 176387

First, let me congratulate you and anyone else that has bought and held DELL and made great returns. I think you answered your own question on not buying DELL. Who do you think buys DELL's product ? Don't you think the economic slowdown will effect their spending on DELL products ? I think if you look back to late '95 you will see that DELL was just as effected as any PC company in the last major slowdown. The big difference between now and then is that it is sporting a PE ratio inconsistent with its historical PE. I agree that things have changed and DELL has won a lot of market share, has a great BTO strategy, and excellent management. The problem is the economy and IMO, PCs are just as cyclical as they have ever been. You might want to pay some attention to these guys: biz.yahoo.com WS

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