Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 133.92

-4.9%

Nov 13 3:59 PM EST

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To: B.J. Lee who wrote (82670)	11/29/1998 6:26:00 PM
From: SecularBull	Read Replies (1) of 176387

B.J., you bring up an excellent point. To answer your question, I think you have to ask yourself that about a great number of stocks out there. Can a PC maker be worth $160B relative to all of the other great stocks in the universe? IMHO, I think the stock is a bit ahead of itself, but continues to have great upside. My recommendation to someone with a huge portion of their portfolio in DELL, would be to sell some (and invest the proceeds elsewhere) and hold the rest. I'm not a buyer at these levels. BTW, don't forget that the buy back program reduces the number of outstanding shares, making the remaining shares more valuable (even without earnings as a consideration).

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