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

To: K. M. Strickler who wrote (38935)	4/25/1998 5:48:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

Ken, Here is one unknown of DELL today. We don't know what the JIT-BTO model does when units are not growing at 40%+ per year. We do know that the last time there was a hickup in PC demand, DELL all most fell appart. What will happen to it today? I dare say, No one really knows. I don't think that it will be pretty. One last remark, DELL's stock price can deterioate even without a faltering of DELL's fundamental exicution. As for the stock of the decade, Don't forget, Dell could retreat to one times sales. After all, that is what a good part assembler should trade at. I still have 18 months for this to happen. That would put a dent in that 26,000% gain. Jim