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

To: TREND1 who wrote (136759)	7/15/1999 9:27:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<MSFT announced free PC for cost of monthly ISP Now MSFT is not a small company like emachines. Could DELL's PE be too high ????>> Larry: MSFT may have made an announcement BUT the devil is in the details. DELL is actually undervalued in this crazy dot.com digital economy environment. This is just tough for some to understand. SG Cowen, Piper Jaffray, CS First Boston, Prudential, Goldman Sachs and others all feel DELL is undervalued. Have you seen their recent reports? Watch for DELL's update on the rollout of DELLnet in the US. I expect them to be very aggressive and do it in a very profitable way. Its the lifetime value of customers that count. DELL realizes this and has many exciting ventures under way to capture more value in the marketplace. I sure wouldn't bet against MSD and his team. I have a question for you. With a market cap. around $1/2 trillion is MSFT on the verge of becoming overvalued? Its P/E is getting up there <G>. Of course I haven't owned the stock in over a year. Let me know what you think. Good Luck Investing. Best Regards, Scott

To: TREND1 who wrote (136759)	7/15/1999 11:13:00 PM
From: TTOSBT	Respond to of 176387

Re: "MSFT announced free PC for cost of monthly ISP" Larry there is one thing you can count on above all else when it comes to MSFT (after you read below think about MSFT'S effect on Dell's PE again!): personalwealth.com TTOSBT