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Technology Stocks : DELL Bear Thread

DELL 152.40

-1.5%

3:59 PM EST

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To: TARIQ HASNAIN who wrote (2494)	5/17/1999 12:07:00 AM
From: JRI	Read Replies (1) of 2578

Dell disappointed the Street with the revenue "miss" last quarter...that has played a part...also, the PE can not continue (as in the past two years) to expand much beyond the company's growth rate each, if at all...that's was bound to happen....so, now, if the company is growing at 40% p.a.(let's say for argument's sake), that means the price will "only" grow 40% p.a. ..and that invariably means that the stock will experience more flat periods during the year.. (much more than in the past, when the stock grew at 200% p.a.)...even in the last 2 years, Dell's stock has experienced 4-5 month periods of flat performance! We just experienced one...we'll see how long it lasts...Tuesday should give us a clue...

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