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

To: Boplicity who wrote (147696)	11/19/1999 10:04:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Yall see this from Bloomberg re China growth?: (they were specifically referring to Lucent's agreement with CHINA the stock, but more importantly for Dell, the expected growth in China could be quite, literally, awesome) ragingbull.com Bloomberg reports China online subscriber Growth News article in South China Morning Post Wed, quotes Lucent Optical networking Division President Gerald Butters, "By spring of next year the Chinese network will be the largest telecommunitions network on the planet. It will be larger than the US network, and also the most modern." "They will continue to add subscribers at the rate equivalent to one complete Canadian telecommunications network per year for the next 20 years, this represents one of the largest growth area for companies like Lucent." Lucent said it had been working wiht Hong-Kong listed China Telecom unit that owns mobile networks in six of the richest mainland provinces, on allowing China Telecom's mobile phone users in Guangdong province Internet access using voice activation technologies. The new service would start in about nine to 12 months, Mr. Butters said.

To: Boplicity who wrote (147696)	11/19/1999 11:38:00 AM
From: Venkie	Read Replies (1) \| Respond to of 176387

we may rally thru xmas and the pullback....2000 should start a jan effect and correct in spring

To: Boplicity who wrote (147696)	11/19/1999 2:50:00 PM
From: Dell-icious	Read Replies (1) \| Respond to of 176387

Why do you think ORCL will go up another 50%?! Their P/E is astronomical right now, at about 85 or so, and their earnings are growing less than 25% a year. Unless the market is underestimating the earnings growth, don't you think it is overextended? Right now it seems to be more a perception thing, with all their recent announcements/partnerships and their positioning as an e-commerce player. Dell-icious