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

To: Jim Patterson who wrote (32015)	3/4/1998 12:19:00 PM
From: K. M. Strickler	Read Replies (1) \| Respond to of 176387

JP, I went back and checked the 'chart' (using SI) and there was a period there in '92-'93 (I think) that DELL didn't perform! While that is true, those that 'held' the stock were amply rewarded in the end! There are companies that have outperformed DELL ( like 600+% in one year ) but I'm not sure that is a maintainable growth! These are usually very low price stocks, so a 600% increase could be from $1 to $7 per share. DELLs performance is between say $65-$75 and $130-$150, and it is harder to get that kind of return. JMHO, Regards, Ken

To: Jim Patterson who wrote (32015)	3/4/1998 12:35:00 PM
From: SecularBull	Respond to of 176387

DELL is not the posterchild for irrational exuberance. Can you cite the "couple of 70% setbacks"? If you're referring to late last year, 1) it wasn't 70%; 2) it had nothing to do with the fundamental value or health of DELL Computer Corp.; and 3) if you bought in in the mid-70s, you'd be a very happy camper right now. If anything, it was irrational pessimism that drove the price down. Buy the Company, not the just the industry. DELL is not CPQ, IBM, DEC, or HP. When are you going to figure that out. If you want to short it, then by all means, do it, and quit clogging up this thread...