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

To: Fangorn who wrote (42155)	5/14/1998 6:29:00 PM
From: NickSE	Read Replies (1) \| Respond to of 176387

Will Dell be next victim of PC price declines? By Michael Kanellos Staff Writer, CNET NEWS.COM May 14, 1998, 1:00 p.m. PT news.com

To: Fangorn who wrote (42155)	5/14/1998 7:11:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Steven & ALL, the fact is that in the last hour of trading today, Dell tanked...down 3. Heavy volume of 23 million shares. Dell closed near the day's low. Only HWP did worse today. IBM up, other PC makers had small losses. IMO, with the PE being over 60, Dell is a fat cow waiting to be eaten by the major shareholders of the stock, ie, fund managers. One slip by Dell, and this stock will fall faster than anyone expects. So fast, you'll be lucky to get out with your scalp. Maybe Michael Dell should hold an analyst's conference like IBM did. If things are going as well as most members of this thread believe, the conference can only help the stock. Of course, with earnings being reported next week, it's really to late to hold the conference. So, I guess we will have to wait and see how this plays out. Would like to hear from anyone who may have a good analysis of the situation. That is, an analysis based on facts, not wishful thinking. Stock Bull

To: Fangorn who wrote (42155)	5/15/1998 12:23:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Steven, In your reply to Jack, you forgot to mention that as of next Wednesday, DELL will have a considerably lower PE, even if the price remains the same. DELLish, 3.

To: Fangorn who wrote (42155)	5/15/1998 9:54:00 AM
From: Moominoid	Read Replies (3) \| Respond to of 176387

re > How can anyone out there justify the P/E? < How can anyone justify a PE almost twice what it was in December 97? (33 then) David