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

To: Craig Lieberman who wrote (140855)	8/28/1999 11:23:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<Separate topic... Will DELL acquire NTAP to go into the storage arena or just continue the partnership with them?>>> If Dell does acquire we will know that business is sooooooooo good it may not matter which stock you own.(G) Sig

To: Craig Lieberman who wrote (140855)	8/28/1999 9:59:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 176387

I suppose that this would make the P/E issue worse, not better. Not necessarily true. When a company buys back its own shares it reduces the # of shares outstanding and increases the earnings/share. Some companies with good cash flow but no earnings growth (not DELL obviously) use this to create the appearance of growth. In the case of DELL I would rather see the money going to fuel intrinsic long term growth than in propping up the share price. Eric