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

To: eddie foree who wrote (137942)	7/28/1999 4:52:00 PM
From: Walt Corey	Respond to of 176387

For my 2 cents, I think if Dell doesn't pick up it's quarter over quarter growth and doesn't start managing expectations (earnings estimates) better they will lose the multiple we've all come to expect. They have disappointed the street 2 quarters in a row now. My guess is if they do it again, we may well have a $30-something stock. No one can sustain a 50% growth rate indefinitely. So if that's what they meant, yes, Dell could be real close to losing it's darling status. Personally I hope not. I am counting on another couple of yrs like the previous couple. Walt