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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (132271)	6/10/1999 1:16:00 PM
From: Venkie	Read Replies (2) \| Respond to of 176387

pe...35/40 hewo.....BOOM is all u here until theres a thud Probably won't happen though..2 much cas on the sidelines..buyers of da dips

To: freeus who wrote (132271)	6/10/1999 1:17:00 PM
From: hdl	Respond to of 176387

It goes down another 1/3 to 22 unless its earnings have gone up by then.

To: freeus who wrote (132271)	6/10/1999 1:17:00 PM
From: Fangorn	Read Replies (1) \| Respond to of 176387

freeus, If Wall Street decides Dell deserves a PE less than it's growth rate they will make the same decision about every other company. Compare PEGs instead and Dell is selling at a discount to it's competitors.

To: freeus who wrote (132271)	6/10/1999 1:27:00 PM
From: edamo	Read Replies (1) \| Respond to of 176387

freeus...don't really know if and when wall street may decide on an even lower pe....that is why something must be shown that proves the higher pe...as in a clear direction of the future... remember two distinct issues...stock price and underlying fundamentals, vastly different, one based solely on "future perception", the other on the "current reality" would even the most zealous of the zealots on the thread be satisfied with dell growing at 40% and the stock appreciating from this point at 20% per annum, which would make it a "value" situation,growing into it's pe??...or have they been tainted as the market has by expectations of triple digit gains and yearly splits....????

To: freeus who wrote (132271)	6/10/1999 1:27:00 PM
From: D.J.Smyth	Respond to of 176387

<<What happens when/if WALL ST decides Dell also should have a p/e of 33 or 35 or even 40?>> Dell is too big for "Wall Street" to collectively decide it's fate. It's up to Dell. And Dell is doing fine sales wise. Dell's stock price elasticity is being stretched to the limit; but like a rubber band, if you strech the price of an excellent company down too far, it will shoot up further than intended by "Wall Street" (whoever that is anymore)