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

To: jimleon who wrote (45895)	6/2/1998 12:27:00 AM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Well, after the hammering we've been getting lately its about time! Have you read "The Gorilla Game"? I'm about half way through it and it's a fascinating view of the dynamics of how technology is accepted by industrial customers. I don't feel comfortable with the investment approach, but the authors make one point very clearly: the market is at a total loss in how to value hypergrowth, and it seems to significantly and consistently undervalue it. Have you any thoughts on this issue? TTFN, CTC