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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: Mohan Marette who wrote (110641)3/22/1999 12:03:00 PM
From: Smart Investor  Read Replies (1) of 176387
 
My experience told me never listen to anything issued by DLJ analysts. Most of the time, it is better to go against them to make money. At this time, the only thing DLJ and Morgan Stanley like are interNUTS trading at P/E of a 500-1000, P/S of a couple of hundreds. Many interNUTS have never make any money. Why should anybody believe those guys? DELL is the best computer company with a solid internet strategy. The difference between DELL and the interNUTS is that DELL is a well run company making good profits, while most interNUTS are traded on AIR, HOT AIR.
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