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

To: MichaelW who wrote (30997)	2/26/1998 1:08:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Michael, Hi!!! <<<Tech sell off....>>> On some normal conditions I might be inclined to agree with you...IMO...the market is at a high value here...but, the impact of what the potential upside can be for the techs vs. the downside potential is what the big players are adjusting daily in their pow wows...In particular the statements made by Michael Dell must be causing quite a discussion behind the scenes...If any of them "know" the way Michael speaks of the future...they will be buying...time and time again he has spoken of where it is going...and Dell just may well be setting a new PE here due to the resurgence in Europe and the upside potential of Asia...being back at a 4x the industry rate in the best qt. for the PC makers is a startling %...the writing is on the wall...it has been...IMO many more are now believers...the naysayers and doubters of this stock continuing at this pace are decreasing...don't bet against Dell....those that have soon lose their title as an "expert". Best, Kemble