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

To: Mark Fowler who wrote (19727)	10/29/1997 5:03:00 PM
From: vip	Read Replies (1) \| Respond to of 176387

Following is from DBC.COM. 16:48 SEMICONDUCTOR INDUSTRY ASSOC SAYS GROWTH DEPENDS ON 'REBOUND' IN DRAMS. 16:48 SEMICONDUCTOR INDUSTRY ASSOC. SEES 'DOUBLE-DIGIT' GROWTH IN '98-2000. 16:47 SEMICONDUCTOR INDUSTRY ASSOC: 1997 YEAR OF 'RECOVERY,' '98 'EVEN BETTER 16:46 SEMICONDUCTOR INDUSTRY ASSOC SEES '97 CHIP SALES UP 5.5%.

To: Mark Fowler who wrote (19727)	10/29/1997 5:06:00 PM
From: Eric Ajimine	Read Replies (2) \| Respond to of 176387

Is DELL next to fall? DELL has rocketed on earnings this year and has an incredible P/E. With this P/E it had better perform flawlessly. Other names with high P/Es have fallen hard (i.e. AMAT). With the market still in turmoil ... and Asia's future uncertain ... and DELL being in a "commodity" business ... I wonder how DELL will fare. True ... DELL has been rising fast ... but COMPAQ is still king. Will the lofty P/Es hold ?? Any comments ?? Like the company.. hate the price...