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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Lucretius who wrote (1491)	8/12/1998 11:37:00 AM
From: larry	Read Replies (1) \| Respond to of 2578

DELL is trading at forward PE of about 40. Not cheap, but pretty much right in line with its earning growth. Also bear in mind that DELL is going to become a household name in the not very far away future, which will issue the stock some more premium... Guess it's a much better bet that DELL will double within the next 14-18 months than to say that it goes down to 70s from its current level. In order for DELL to go down to 70s, DOW will have to lose another 1000 points at least from its current level, which is nearly impossible even in the worst case. Well, maybe you should listen to those guys in Barrons who claim that DOW will go down to triple digits in the next several years and you should mortgage your house and short and put the market furiously......and then in the next five years, you will have similar amazing performance of DELL in the past five years. Smart guys never stick to a foolish decision, otherwise, where does the smartness come from?:) larry!

To: Lucretius who wrote (1491)	8/17/1998 9:36:00 PM
From: Jose A. Almodovar	Respond to of 2578

Lucretius, its too bad that you don't take your self seriously, you could make some money if you did.

To: Lucretius who wrote (1491)	8/18/1998 11:39:00 AM
From: AJ Berger	Read Replies (2) \| Respond to of 2578

the iMAC is a perfect illustration of DELL's failure they are missing the boat on the $1,000 PC market by pushing $2,000 solutions to the back to school market, and will fail miserably. Either the numbers will come in short, or the statements will be more gaurded, but in the end, this stock will close below $100 by weeks end.