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


To: edamo who wrote (163128)12/7/2000 2:39:52 PM
From: John Koligman  Respond to of 176387
 
Ed,

Looks to me like more and more stocks are getting to the 'washout level'. Perhaps in the mid teens the big and strong companies will attract dollars despite near term problems. WCOM at PE 8 and almost 25% under book value, MOT looking washed out, Intel heading back toward a 15 PE, hey, go GM <ggg>. The big guys know who the survivors will be and will 'smell the money'.

Regards,
John

PS - Hey, better tell Venkie to buy those 'hyperPE' stocks quickly, their absolute number is shrinking fast <ggg>...



To: edamo who wrote (163128)12/7/2000 2:49:58 PM
From: John Koligman  Read Replies (1) | Respond to of 176387
 
Ed,

I apologize, how could I have forgotten that even Dell is approaching the 15 PE level <ggg>. Why that's under it's projected growth level, IF you believe Mikey. Of course I know you do <ggg>.

Regards,
John