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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%3:59 PM EST

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To: edamo who wrote (114388)4/5/1999 11:58:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
<<We could see a market cap of 2 trillion before the run slows and earnings and the pe become reasonable again. >>

edamo: I just picked this comment up on the AOL board. I thought you would get a kick out of it <ggg>....I think AOL would need a massive increase in earnings to justify a $2 trillion mkt. cap. Its current P/E is well over 600. What if DELL traded at 1/3 of that? DELL has a nice internet component to its business, solid growth, and serious earnings power. Just some thoughts....I still own AOL....but I feel much more comfortable having a larger position in DELL.

Best Regards,

Scott
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