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

To: purecntry5 who wrote (22749)	11/24/1997 1:26:00 PM
From: Paul van Wijk	Respond to of 176387

John Wayne, I'm not in love with this stock. I sell this stock when I think it's overvalued. At this moment it isn't. After earnings their PE is almost the same as CPQ's PE. The only things that worries me short- and mediumterm are the problems with the Japanese & South Korea. So I also bought a few puts today to hedge my position. (Not on Dell, but on PHG) Worst that can happen is that Dell go down in sympathy with the overall-market. I can live with that. They will recover sooner or later. I don't worry about their fundamentals. Please post some links that forces me to reevaluate my position in Dell. I'm also out of CTXS, changed them for Dell's today. (flight to quality). Paul