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

To: Dr. David Gleitman who wrote (135126)	6/30/1999 3:23:00 PM
From: Mark Peterson CPA	Read Replies (1) \| Respond to of 176387

Although we got ourselves a knee jerk response rally in response to the shift to a neutral bias, it's a shame that dell couldn't break out by at least a point. Doc, you got a complaint? And CMGI is up 9? Must have been seein' patients all day... Talk to the billing department... Best regards, Mark A. Peterson

To: Dr. David Gleitman who wrote (135126)	6/30/1999 3:29:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

David, re: I'm not sure what it's going to take to see dell perform as it used to. It will take concrete evidence that Dell can once again resume eps growth in the 50% + per annum range. Investors coming into Dell expecting it to double or triple each year are fooling themselves. There is nothing wrong with the company, but to expect the kind of performance we have seen over the past several years without the same growth engine is just plain silly. All other things being equal, I expect Dell to appreciate at around 25%-35% per annum (which isn't chopped liver!) TTFN, CTC