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

To: Ruduee who wrote (19237)	10/27/1997 2:26:00 PM
From: John Chen	Read Replies (1) \| Respond to of 176387

Ruduee, not investment advice, GET OUT before it's too late. Unless you think DELL is in a different WORLD than others, like my TXN. I thought 20% was too much to lose, now it's 40% and counting. It's not your normal correction. Now everybody(corporate) will need to be careful on what/why they are spending.

To: Ruduee who wrote (19237)	10/27/1997 2:33:00 PM
From: Box-By-The-Riviera™	Respond to of 176387

Growth in market share and therfore sales, IMO, will not be able to save the fall in margins/eps that all computer makers will suffer going forward.... I think you will see a devaluation as well as cut in estimates for dell cpq etc after dell reports..... Where growth rates at the top line could in the past allow for a stock p/e equiv going forward such as we had recently....that will now change to more realistic numbers, my guess, p/e in the 23 range.....and therfore an approx. 50% reduction in stock price for dell from last fri close...as well as for cpq Just my two cents... Joel