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

To: Jim Patterson who wrote (50604)	7/10/1998 1:08:00 PM
From: stock bull	Read Replies (1) \| Respond to of 176387

Jim, your comments on Dell are right on target. This also holds true for other stocks in the same category...internet stocks for example. There are always questions of valuation and over valuation. Dell's current stock price is based on the company continuing to grow at its present annual rate. If this growth should slow down, yet stay healthy, the stock will crash. Why? By the fact that the growth has slowed. Stock Bull

To: Jim Patterson who wrote (50604)	7/10/1998 3:14:00 PM
From: Kayaker	Read Replies (2) \| Respond to of 176387

FWIW, IMHO your reaction (hating Dell with a passion) to seeing other brokers making money, and the enthusiasm of many folks here who are long, looks to me like a classic reaction to what you find to be a very frustrating situation. Despite your prolonged bearishness, Dell and the markets keep going up. Instead of hating Dell (displaced aggression), it might be healthier for your pocketbook to reexamine your thinking. I don't see any bullish folks here who are manic and think this (the market or Dell) will go on forever. I see some very sharp people who look carefully at the fundamentals and conclude that, right now, Dell is the place to be. Ask yourself who's got the better track record, then try taking a more objective look at it.