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

To: jef saunders who wrote (40328)	5/4/1998 11:58:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176387

re What was the p/e ratio when it was at 180? Ah Jef, those questions make you sound like a bear. Do you have a subscription to Barron's? I don't remember, off hand. What you can do though, is check out the split history. DELL hit the high immediately before the Aug 97 split. Then go back and read the thread for that time frame to get an idea of the p/e. (Or, if you can find Candlestick, he might remember.) Of course, you need to be very careful. Everyone uses 'p/e' and everyone else acts as if they understand what was meant. So not infrequently two people are arguing, one using trailing and the other forward earnings. Another possibility involves more elbow grease. Assemble the historical data for quarterly earnings. Use the last 4 quarters to arrive at a trailing earnings, which you can use for 1 (the next) quarter to measure against the highest price. Add the next 4 quarters, subtract 10-15% and use that figure as a forward earnings estimate, which you can use with price. If you do decide to short or sell calls against your stock, be very sure to set stop loss points. Your heirs will thank you. Good trading, 3

To: jef saunders who wrote (40328)	5/5/1998 12:11:00 AM
From: Lucretius	Read Replies (4) \| Respond to of 176387

jef, you're invested in DELL, P/E doesn't matter, duh?? (ggg) -Lucretius BTW- I'm curious, when this thing plummets back to earth, any of you kids going to sell whenh it starts to make the turn???? Again, I'm warning you, this is likely the week to see the blowoff top. Vol is still ANEMIC. If I were long I would have sold back at 75, but that's me. I'm not greedy. DELL looks to be moving down tomorrow. I envision a complete covering of today's gains. let's see if I'm right? Until I see more vol, I'll stick to my thesis: DELL is putting in a top that will likely be completely blown off back down to the 60's level. i think it is very greedy and foolish to be holding this thing at these bloated levels. -Lucretius