Dell Technologies Inc. Message Board

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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: stock bull who wrote (118215)	4/16/1999 7:26:00 PM
From: Captain Kirk	Read Replies (1) of 176387

Stock Bull, Lets see. I think have some DELL and then I have some DELL. I guess I'm not very diversified. I do hedge with Covered Calls at the appropriate times though. I've got a tiny bit in KEA (Keane Consulting). Used to work for them. It's having terrible Y2K problems right now. The problem is nobody thinks they'll have profits after Y2K. I think they will be fine. but I don't expect the stock to go anywhere soon. It had a trailing p/e of 16 last time I looked and are still growing in the 30+% range. Could be a good value play but I think I'll just stick with DELL for now. I might be looking for some diversification in a while though. Those internut stocks sure are tempting but I have no Idea how to value them. So I prefer to play options on a more predictable stock (dell). That way I get internut-like returns with a company that has good fundamentals. Best wishes - Kirk out

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