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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: edamo who wrote (110415)	3/22/1999 11:44:00 PM
From: BGR	Read Replies (1) of 176387

edamo, No problem. OT, what do you think of the Internet Commerce Index that the CBOE recently opened? -BGR. PS: FWIW, I am planning to roll up my DELL '01 70 calls to the 85's tomorrow. These are poised to triple almost if DELL makes a new high by summer, which I think is more than likely. I suspect that what's happening now is that the regular big caps are maintaining earnings growth while having a hard time maintaining revenues growth in a deflationary environment. Hence the money is flowing from these into the internets, which by virtue of their lop-sided business model will likely post strong revenues growth but not earnings. This redistribution coupled with a short squeeze that is triggered is causing the present situation. DELL has a forward estimated PE of around 50 now and can easily triple from this levels w/o a problem in a year which will give a forward PE of about 100 with a earnings growth rate of 50%/annum (if maintained), which is reasonable IMO. Revenues growth remains a big issue though.

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