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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: TLindt who wrote (235)	3/20/1998 11:22:00 AM
From: jjs_ynot	Respond to of 2578

TLindt, I think as DELL goes from a hyper growth company to a mature grower ala MCD, ATT, GE, HD, etc. there will be a volatile period as the knee in the curve is approached. The days of 4 baggers per year are over IMO. Market value is now 45 Billion and Price to sales is still 6 which is pretty pricey for a company approaching mature stages. I'm basically here to trade the significant fluctuations that I perceive likely to occur during the transition. A good near term buy point might be about 60. 204.162.156.43 I think that there is a 50/50 chance that the stock might visit the mid 50s at least intraday some time between now and end of May. Expect some wild gyrations between 61 and 69 for the next several months. I started this thread to have a full discussion of all sides of the DELL valuation issue. Good to talk to you. Dave