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

To: Jonathan Quick who wrote (37524)	4/11/1998 12:38:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

DELL' PE is amply justified,and the growth is no fluke but very deliberate. Dell's PE is awfully high going into a slow second quarter in an industry in which a price war is underway. Not if the company is growing 4 times the market.Consider this,DELL has been growing +55% over the last 6 years consistently and they do not see any slow down in business,at least for the next 2 years.So the PE is amply justified and DELL's growth rate is no flash in the pan,neither is it a fluke.

To: Jonathan Quick who wrote (37524)	4/11/1998 12:46:00 PM
From: Tweaker	Read Replies (1) \| Respond to of 176387

Jonathan, The price war is only going on in the low priced arena (where DELL has chosen not to play). We will have to wait and see if it extends to the high end server market (where DELL expects to be a leader). I think Dell will enter the low end market when it becomes profitable to do so. Like you say "A ridiculously small fraction of the world's total population has access to a computer." The rule of supply and demand will drive the prices up as market growth increases and DELL has driven the competition away by beating them in the high end market. JMHO Phil