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

To: Meathead who wrote (48142)	6/18/1998 8:04:00 PM
From: Ian Davidson	Read Replies (1) \| Respond to of 176387

Hi Meathead, Thanks for the great post!! I love reading your posts because you seem so much in-the-know, so please keep it up. I wonder if you read one of the previous posts where Victoria Gate said Michael Murphy of the California Technology newsletter stated on CNBC that A.S.P's are expected to RISE later this year. What is your opinion on this? Thanks in advance Meathead. Ian

To: Meathead who wrote (48142)	6/19/1998 12:10:00 AM
From: CRICKET	Respond to of 176387

Amen, Brother! Cricket

To: Meathead who wrote (48142)	6/19/1998 4:04:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176387

RE: I am even more positive that once it becomes guaranteed DELL will be #1 in all market share categories by 2001, the stock price will reflect this with a minimum PE of 40 and $5/shr earnings resulting in a $200/shr target minimum. Meathead, All of this is great. It is all possible. Just keep in mind, If during this growth phase you are dreaming about, DELL stumbles just a little, The stock could be devistated for ever. Just one lousy 3 month period, Heck just one lousy month in a otherwise normal quarter is all it will take to send this stock tumbling. A Box maker is not worth 4 times revenue. In good times maybe 2, in bad, 1 maybe .5. I will continue to be negative on this situation until the market prices the stock in a reasonable range. Ya see Meathead, I don't care about the really cool stuff comming out. I care about Gartners groups recomendation that companies not buy higher than 266 PII machines for anything other than extreamely demanding, compute intinsive tasks. That spells trouble for the whole industry. We know the rest of the story. For the bulls, I hope you are right, I will cover long before another upsurge could hurt me so it does not really matter. But I still think the Bulls have undermestated the potential risk, and have priced the stock incorrectly. Jim