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To: IceShark who wrote (1618)	4/9/1998 3:06:00 PM
From: IceShark	Respond to of 86076

Update to myself. Mike Dell just said in an interview on CNBS that GE and KO trade at over two times 100 times growth rate (i.e. 20% growth rate = 40+ PE multiple). So while the market will decide the price, he notes [and implies it is unfair] that DELL trades for under the growth rate. Jeeze, lets see. Say DELL is growing something over 50%. Earn $1 x 50 = $50/shr. Next year, earn $1.50 x 100 = $150/shr. Guess those DELL-heads are perfectly reasonable in expecting a value of 60 bucks per share, and the shares double through splits every quarter. Guess I better pick me up some DELL. BTW, I wonder what legal liability Mikey just created in the interview if things don't go well? Regards, DWW