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

To: Phillip Crone who wrote (31484)	2/28/1998 4:01:00 PM
From: John Goode	Read Replies (4) \| Respond to of 176387

Good to hear some sense of reason on this thread.... You're analysis of Dell is right on as far as I'm concerned. Dell is definitely a terrific company, but the share price is clearly out of line with fundamentals. Unfortunately the stock is clearly in the hands of momentum investors now, so fundamentals don't really matter much (at least for now). Sooner or later, this baby will come back down to reality. btw: I looked at a couple of numbers this morning to get a better picture of the 'extent' of Dell's overvaluation: Company Market Cap Revenue P/S Shrhldr Equty/Mkt Cap DELL 51.6 billion 12.3 billion 4.19 3% CPQ 48.5 billion 24.6 billion 1.97 19% DEC 8.5 billion 7.2 billion 1.17 40% HWP 69.7 billion 47.3 billion 1.47 24% GTW 6.9 billion 6.3 billion 1.09 14% NOte: some of the revenue numbers are estimates, but they should be pretty close.

To: Phillip Crone who wrote (31484)	2/28/1998 4:17:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Please refrain from using this kind of offensive language on the thread: "the Japs ..." Paul

To: Phillip Crone who wrote (31484)	3/2/1998 11:16:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

re I am just looking for this bright shiny, perfect tulip to get a little frost Phillip, A couple of flaws in your metaphor: a) a tulip was 'only' a very pretty, decorative flower. A DELL computer is a bit more functional b) if we must compare DELL to a flower, it isn't a tulip (no offense to the Dutch amongst us) but the purest of roses. So if you are looking for frost, wait until you see the rime, THEN short. It takes pretty good timing and agility to short DELL successfully. The only DELL short I know who came close to making big money doing so was Hank McNabb -- he sold at a good price but didn't cover at a profit. And he had pockets at least as deep as yours, I suspect. Regards, 3.