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To: Craig Lieberman who wrote (468)	2/6/1998 5:59:00 PM
From: David Rubin	Read Replies (1) \| Respond to of 118717

DELL continues to gain market share and profit from reduced costs of goods imported from Asia. I expect they will beat estimates this quarter, as they have done for the past few quarters. DELL is now a NASDAQ leader and as such deserves a premium PE. Cisco has been selling at a PE of 50 for a long time, despite growth of about 25-30%. DELL is projected to grow 85% in 1998 yet has a PE of only 46. I think there is plenty of upside potential. On the flip side, DELL is vulnerable to a huge correction should they miss estimates or if the tech sector goes into a slump, so it may not be a good candidate for a short-term trade. My 2cents...