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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: Chuzzlewit who wrote (98878)	2/13/1999 5:30:00 PM
From: Jon Stept	Read Replies (1) of 176387

Hi Chuzzlewit, re:"Don't blame it on the analysts..." Thank you for your post. "I pointed out that Dell's run up made no sense because the stock price was going up much faster than even the most optimistic growth estimates." You are attempting to make a case for valuation, and, as you know, like with AOL and Microsoft and others, that is an inexact science at best with high growth companies and is mutually exclusive from the tanking on Friday. Niles has made unsupported assertions. To support your overvalued assertions with either Niles pronouncements or Dell tanking is a fallacy. With your logic, every tech company is ready to tank because the price doesn't support growth prospects and every drop in stock price is because the stock was overvalued. Respectfully, Jon :)

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