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

To: Chuzzlewit who wrote (19049)	10/24/1997 10:04:00 PM
From: dougjn	Read Replies (1) \| Respond to of 176388

Paul, I own Dell, bought avg. price abt 45. I'm holding nervously in a taxable account. I have in past made lots of bull arguments about Dell's JIT manufacturing, etc., owning the major corp direct channel space, etc. Its true, but.... The issue really is not what Dell's 98-99 growth rate will be, it what the rate will be beyound that. If the market fully believed 35% in 98-99, but thereafter down to 23%, or something, Dell would trade way down.... Doug