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

To: Ram Seetharaman who wrote (161541)	10/4/2000 4:56:13 PM
From: SecularBull	Respond to of 176387

DELL was already out of the good graces of the Street. I'll take $32BB in sales. LoF

To: Ram Seetharaman who wrote (161541)	10/4/2000 4:58:30 PM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Ram, don't forget the street has already taken us from $39 to here and was probably expecting a bottom line miss. They are saying they are comfortable with the bottom line. I think the $39 to $28 is way overblown. At $28, the PE ratio is 23 vs. a 31% growth rate anticipated for 2001. So it is trading at a PEG ratio of .74 vs. 2.2 for the computer group as a whole. :o) Drew