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

To: John Koligman who wrote (148578)	12/6/1999 10:22:00 AM
From: Mike Van Winkle	Respond to of 176387

From Forbes library.northernlight.com

To: John Koligman who wrote (148578)	12/6/1999 11:02:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

John: In retrospect here is what may have happened to Dell. In Jan+Feb market cap exceeded $100bil and Dell became #1 in several sales areas. With the split providing surplus shares, the stock became a commodity in the minds of the mm's. More a stock to be traded than held Also the computer became considered a commodity and with the publishing of MSD's book the secrets of success were available to any other company to duplicate Dell's work and compete effectively. (this not working too well-haha) So its easy to picture the MM's drawing their charts, comparing Dell with T,IBM,HWP P/E 5 yr growth this qtr next qtr next5 yr Dell 70 70 40 39 33 T 24 -.7 -5 6 13 IBM 33 39 12 16 12 HWP 37 15 13 16 15 Sorry about the crummy chart, but can you not hear the little gears going around as they compare the P/E's, cut Dell's potential growth rate to 1/2 of what it once was? They have used the same type of comparative calculations for years and have been utterly wrong. Dell - the incomparable. Underated and (temporarily) overlooked. Sig