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

To: Peter Greenhill who wrote (31327)	2/27/1998 2:54:00 PM
From: Sig	Respond to of 176387

Peter: Whatever (normally small) drops in Dell price are usually overcome within 3 months, then its up again. On a company growth scale of 1 to 10, they seem to be at about 2 1/2. Mr. Dell presented a chart showing planned growth as stage1 stage2, and stage3 at the last stockholders meeting. Seems to be on schedule with a doubling of the plant in Ireland, expansion at Penjang last fall, new plant coming in China, new plant opened in Round Rock last June, 5 new buildings in Round Rock, 570 acres purchased or leased for new production in Austin.Possible purchase of an airport. Just plan to hang on to the stock and stay on the train.. Sig

To: Peter Greenhill who wrote (31327)	2/27/1998 3:25:00 PM
From: Venkie	Read Replies (1) \| Respond to of 176387

Just buy the stock and hold for your 65%

To: Peter Greenhill who wrote (31327)	3/2/1998 2:05:00 PM
From: SecularBull	Respond to of 176387

DELL a buy at or below 45 times FORWARD earnings(historically)... ...after that, I'd be careful. Disregard current P/E ratio. It has little relevance to a company growing this quickly. Remember that DELL has run up from around $110 pre-earnings/split announcement, and that there may be some selling after two or three days following the split. If you buy now, you may be on the losing side of this selling. However, it has and may in this case not pull-back. Everytime I've told someone to hold-off buying I've been wrong, except for a couple of months ago at $72. NOTE: I wouldn't be concerned about DELL being up from the mid-70s. That was all a bunch of selling tied to Asia that has nothing to do with DELL. I prefer to look at DELL as really only being up from $100-110 over that period.