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

To: BomboochaBoy who wrote (67829)	9/28/1998 10:04:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Paul - Dell is surely trading at a high multiple, but that is a reflection of it's proven ability to grow the business, and as long as Dell continues to execute, the multiple is justified. I have posted extensively on the factors Dell will need to consider to maintain that growth going forward, but there are a number of routes they could take (and probably a bunch more I have not thought of) which would allow them to continue their current success. I see Dell heading into the 80's by year end, CPQ heading into the high 40's or 50's. I think CPQ will perform strongly in early '99, and I expect Dell to continue solid growth (but maybe not hypergrowth). By the end of this year it should be clear what the patterns for '99 will be. I am quite content to hold both of these stocks and I think the doomsayers are misguided. But as always I remind you that I am not anywhere near as savvy an investor as others on this thread.