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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: Thomas J. Smith who wrote (109947)3/17/1999 5:20:00 PM
From: Ian@SI  Read Replies (1) of 176387
 
TJ,

So now both Dell and the whole market are going to fall.

...and the 30 year bond will hit 5.75%!

Geez, you must be a professional economist! :-)))

I guess to support your other claims:

inflation is going to rise from less than 2% to more than 8%;
that unemployment will fall to 3% to support some inflation;
capacity utilization will go to 89% from 80.3%;
there will be a budget deficit in excess of $150B;
exports will drop to zero;
imports will rise to match the GNP;
...

In other words, did you ever stop to consider that maybe, just maybe, the market might be right about some things some of the time?

That perhaps the Internet might just continue to grow;
that perhaps Dell might continue to play a major role in that growth;
that Dell's growth rate deserves a premium relative to its peers;
that Dell's ROIC deserves another premium relative to its peers;

and the biggest leap of all,

that maybe, just maybe, you could be wrong. ;-)

Ian.
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