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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST

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To: Lizzie Tudor who wrote (68861)10/2/1998 2:32:00 PM
From: kahunabear  Read Replies (1) of 176387
 
Michelle,

I agree that PSFT will sell more software over time but I think their growth rates are falling. Hasn't one of the big arguments for moving to PSFT, SAP, and others been to avoid Y2K problems since they are compliant ? I think their growth will slow in part due to cyclical factors and the valuations seems ridiculous to me even after today. I think DELL is even more cyclical and will suffer even more in a down cycle. Both of them are great companies. I just think their stock prices are too high.

WS
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