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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

3:59 PM EST

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To: jmac who wrote (115194)	4/8/1999 2:05:00 PM
From: stockman_scott	Read Replies (1) of 176387

I don't get it either...Looking through First Call reports all I see are positive comments on DELL. I think some of the Fund Managers have temporarily fallen in love with internut stocks....of course they don't realize that DELL IS an internet stock with a RATIONAL valuation and BIG PROFITS. Man I just read an ANALYST report on Doubleclick....not worried about earnings....not sure when they'll be coming....just LOVES the stock....feels it should be valued like AMZN or eBay or YHOO (boy that's great justification for a higher price)....look at the run up in a stock like Doubleclick...IMHO, it is insane....momentum to the 10th power -- but where are the fundamentals?.... Lets give DELL 1/10 of Doubleclick's price/sales ratio and we would be well up in the hundreds.....this is a CRAZY market.... Oh well...just venting...some ANALysts don't get it -- they seem to speak out of both sides of their mouths. Soon enough the big money will migrate back to DELL -- lets hope it happens sooner rather than later. I think a little Internut Correction would help (funny that I'm saying this -- I even own some internet stocks)... Best Regards, Scott

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