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

To: kaka who wrote (161080)	9/26/2000 2:08:16 PM
From: mepci	Read Replies (1) \| Respond to of 176387

Agree. The old yankee saying "Whatever the market bears". We have our Dell crowd, they have their SUNW crowd (including you). Just roll with the punches. Don't get emotional about it. At least my knowledge on what is happening in this market is limited. I don't think anybody, including your Mickey can guarantee the performance. Good Luck.

To: kaka who wrote (161080)	9/26/2000 7:23:01 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Re: ...are at ease allowing SUNW and EMC and NTAP their respective P/E's of 108, 173, and 741!! Outrageous. I'm with you Kaka. IMO, there is no fundamental connection between some of these company's valuations and what they could ever hope to achieve in terms of revenue and earnings power. It's all about the quarter to quarter expectations game. As long as a company is in a hot industry (as defined by the fad of the year), is growing revenues at a rate > 35% and has the potential to continually surprise to the upside each quarter, there is no limit to how high the stock price can go. Literally, no limit whatsoever. Once the company loses the ability to surprise to the upside, it doesn't matter what their growth rate is. The trend becomes disappointment and those insane valuations come unraveled. BTW, at times I've considered Dell to be overvalued, but never close to what I'm seeing some of these companies at today. MEATHEAD