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

To: jim kelley who wrote (146680)	11/6/1999 7:55:00 PM
From: jmac	Read Replies (1) \| Respond to of 176387

You may be right about the PE. I had that thought when GTW was in the 50s. As for rev. growth and earnings growth, I'll take your word for it. I think GTW has probably peaked. I sold on Friday. Have had it for quite some time. Still have AAPL as I believe a split is in the offing and growth will continue. As for DELL, I have a ton of Nov options. They are about as cheap as one can find for a stock that has had an explosive history and a flare for the dramatic. I just hope we can all profit.

To: jim kelley who wrote (146680)	11/6/1999 8:08:00 PM
From: jim kelley	Respond to of 176387

You have uncanny timing! I think GTW is very near its peak. The insider selling is also not very encouraging. I do not know what DELL's EPS will be this quarter what with the memory pricing issues but their revenue growth should be north of 50% YOY. That is very impressive when GTW growth rate is 20%. DELL is like "Baby Huey".