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

To: Ed Forrest who wrote (143688)	10/3/1999 9:09:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Ed, you still (really) did not answer one of my questions....Are you anticipating that Dell is going to grow (much closer) to 15-18% (earnings, EPS) in the future....OR are you expecting a rapidly declining PE for the next 2-3 years... Because there are few analysts out there who believe Dell is going to grow at anything less than 30% (earnings, EPS) over the next 2-3 years, and, as you know, I see that as being much lower than the actually growth rate of future EPS... <It would be imprudent for an investor to enter Dell> I think October/November is going to make your comment look a bit silly, IMO....the stock is already down 15% from the recent (intermediate) high (49 and change)..much of the Taiwan (bad) news is priced into the stock already...and cyclically (in the quarter/year)..this is a strong time of the year for Dell (stock)... IMO, the only way we see below 40 (for any length of time)again is if Taiwan situation is much worse than most analysts believe....we will know soon enough.. I'm betting its not (worse than the market has already priced in..).....