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

To: James H. Irwin who wrote (25194)	12/15/1997 2:20:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

I beg your pardon 'sire' for being so naive !!! <Not trying to single you out but its important to realize the market is right, opinions are not.> Hey I can understand where you coming from, being a money manager and all I don't blame you for sticking with your 'kind'. 'Not trying to single me out' for what? As you said your opinion could be just as incorrect. If you money managers and analysts are all so omniscient howcome none of 'yous' predicted the 'Asian contagion'???? My point was in case you didn't get it, that the Specker guy from SoundView still rates Compaq as a 'BUY' both short and long term,get it? PS:Mercury partner thing sound like a money management racket but if you are not a money manager just delete the portion which says you are and see if you can make any sense out of it.

To: James H. Irwin who wrote (25194)	12/15/1997 6:31:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176387

re: Are you that naive to think that when the growth rate diminishes the multiple you will pay for that growth rate won't diminish by a similar amount: most institutional investors will consider paying a 40 multiple for a 40% grower and a 25 multiple for a 25% grower: I'm not sure I understand. Based on what you are saying, with a 5 year annualized compound revenue growth rate of 39.15, DELL should be trading at a PE of 39.15? Or based on per share earnings growth of 118% for last 12 months, DELL would be fairly priced at a PE of 118? www1.wsrn.com regards, 3.