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

To: kemble s. matter who wrote (46272)	6/4/1998 12:41:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Kemble, I agree with your father -- but so what? If Dell increases eps at 40 - 50% per year and the stock valuation climbs with it I should complain??? Seriously, I think the past couple of years have witnessed a rethinking by the market about how to value DELL. I think that a few years ago many did not recognize the formidable manufacturing and marketing company that is Dell. So it is natural that it takes awhile for results to prove to these folks that Dell is not a flash in the pan. As understanding of Dell increased, so did its P/E. But I think that that recognition is now built into price and we should not look for a major expansion of p/e (mind you, I would not complain in the least should that happen). So all we are left with is a paltry 50% plus growth rate to look forward to. The world is coming to an end <gasp!>. TTFN, CTC

To: kemble s. matter who wrote (46272)	6/4/1998 1:53:00 PM
From: W.B. Michaels	Read Replies (1) \| Respond to of 176387

You are absolutely correct.I have followed DELLsince 1989-Have 514000 shares presently long in my customer accounts.Unrealized profits of over 22,000,000 and am buying more today.Don't reply please -I only pop my head up when someone has said something extra intelligent as was your post.Good luck to all DELL-O-PHILES.

To: kemble s. matter who wrote (46272)	6/4/1998 2:11:00 PM
From: Eddie Kim	Read Replies (3) \| Respond to of 176387

*OT* >>Dell is becoming "The Rocky" of corporate America. You know of course Rocky lost in the end to Apollo.

To: kemble s. matter who wrote (46272)	6/4/1998 4:49:00 PM
From: Bandit19	Read Replies (1) \| Respond to of 176387

Kemble, As always keep these GREAT POSTS coming!!!... I love the way you think...positively....the only way one moves forward in this world. Don't be too embarrassed about drooling, with the story that Michael is writing, I think we all do some of that. I do a lot of "slurping" myself!! By this time I'm sure "Killer" does his share of drooling too. Did he ever "graduate" to pizza crusts???...Always remember...SPIT HAPPENS!!...I'm going to call you soon about the upcoming "Round Rock Stock Festival" in July!!! Best...Steve