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

To: Joe Sabatini who wrote (70558)	10/8/1998 2:45:00 PM
From: Bharat Bhatia	Respond to of 176387

Dell has definitely been picked to bring it down regardless of fundamentals. No way Dell should trade even close to Motorola. There is definitely a concerted effort to screw the longs. There is no company out there that as well positioned with 50%+ revenue and earnings growth. It deserves a forward multiple of at least 50 given it's 85% return on equity. They will deliver growth most of it coming from China, Japan & Europe. The fears of recession are overblown. The Fed wanted to see this happen to curb speculation. I plan to hold Dell until I have to sell it. I am betting the whole farm on Dell and in 3 years I hope to come out way ahead. Dell will be the forerunner in PC's and Servers. Bharat