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

To: Jim Patterson who wrote (50620)	7/10/1998 1:45:00 PM
From: GrahamnDodds	Read Replies (4) \| Respond to of 176387

Jim, I couldn't agree with you more. Most of these Dell players are so caught up in the euphoria of the momement that they have lost the concept of getting value for their dollar. It is quite obvious that Dell is an excellnt company but only at the right price. Preservation of capital should be foremost in the minds of investors, but at a pe of 60+ where is that margin of safety. Sure this stock can continue to move up for a time but somewhere when the growth slows just a little these long position holders are gonna get clobbered! Fantastic performance is already built into this stock, anything less will be devastsating. And you long holders don't think for one second that you will be able to make a pre emptive sell. This thing will drop like a rock as soon as the sentiment changes, but by then it will be to late!

To: Jim Patterson who wrote (50620)	7/10/1998 8:42:00 PM
From: stock bull	Respond to of 176387

Jim, regarding your comment to me: <<Bull, I will go one step further, If the growth rate stops increasing and just stagnates, That may be enough to hurt the stock.>> If the growth rate stagnates, that means the growth rate went to zero. This would be "death" for the stock. In my original message, I said..."if the growth rate should slow down, yet stay healthy, the stock would crash." There's a difference here...one is zero growth, the other still implies growth, but slower than the street priced into the stock. Stock Bull