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

To: Mike McFarland who wrote (30019)	2/18/1998 10:30:00 AM
From: Sig	Respond to of 176387

Mike: Well, whatever earnings data is produced tonight it should be rather accurate, as the Dell Annual report for last year was dated Feb 2 and signed by the auditors on Feb 25 th. So I guess it would arrive in March. Been listening to Kenny Rogers???>" You got to know when to fold them..... when to walk away..(gggggg) Good luck Sig

To: Mike McFarland who wrote (30019)	2/18/1998 10:37:00 AM
From: Fangorn	Read Replies (2) \| Respond to of 176387

Mike, Re Scott Black calling DELL too expensive. This "value" investor would have considered Dell too expensive at every point in time for the last two or three years. DELL is always too expensive for so called value investors. Let him buy CPQ and wonder why his pick is lagging ours next year. I wouldn't trade my Dell for CPQ if you gave me a 10% premium, maybe for 20% but I would immediately sell it and buy more Dell. I hear that train acomin', comin' round the bend.