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

To: Rio Jangada who wrote (19033)	10/24/1997 3:21:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176388

Dell will be in the 50s soon.... Right after the split- maybe 60s Get ready for the dow-naz rollercoaster ride because we're getting on board as I speak....All Aboard^^^^^^^^^^^^ This must make even you dizzy. I've never shorted a stock...Give me one to look at and dont say Dell....

To: Rio Jangada who wrote (19033)	10/24/1997 3:22:00 PM
From: Mike Chen	Respond to of 176388

Reuters, Thursday, October 23, 1997 at 11:01 ATHENS, Oct 23 (Reuters) - Greek information technology listing Pouliadis (ATHENS:POU) said on Thursday a deal struck with Dell Computers (NASDAQ:DELL) this week will boost its annual sales by over 2.5 billion drachmas. On Wednesday, Pouliadis and U.S.-based Dell Computers signed an agreement to set up a new business entity in Greece which will sell Dell's computer products using its "upon-order" assembly technique. Doesn't that seem like a lot of drachmas? Mike

To: Rio Jangada who wrote (19033)	10/24/1997 5:33:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176388

Rio, on this I must disagree: With current fundamentals DELL in the 40's would be reasonable. With future fundamentals...who knows. Using Soundview's projections, which I believe are conservative, A price of $45 would mean that DELL would be trading at a forward P/E of about 17.5x which seems pretty low to me given Soundview's conservative (to me anyway) estimated growth rate of about 34% from 1998-1999. What fundamentals do you see that justify a forward looking P/E of 17.5x? Regards, Paul