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

To: Lucretius who wrote (75172)	10/28/1998 10:34:00 AM
From: Tim Luke	Read Replies (1) \| Respond to of 176387

you just don't give up do you??? btw- dell is at 64

To: Lucretius who wrote (75172)	10/28/1998 10:39:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 176387

I'm happy you are still have not given up on your thinking, the more you post the same line the more people will not be scared of your posting. Sort a like the boy who cried wolf. I have ??? will you come back to the thread and admit that you were wrong after your line of thinking does not come true? Greg

To: Lucretius who wrote (75172)	10/28/1998 10:39:00 AM
From: Dalin	Respond to of 176387

Re: Fair value? Dell's value is what it is trading at right now? You can buy it or sell it right now at 63.5. Tons of stocks are trading way above 5-10x earnings. Tons of investors find them a good value. Value is a relative thing. One mans junk is another mans treasure. Oopps!! Make that 64.25. Aw man what a rip off! D

To: Lucretius who wrote (75172)	10/28/1998 10:39:00 AM
From: divvie	Read Replies (1) \| Respond to of 176387

OT LT: I'm sure that someone has asked you this before but, surely the internet stocks are more highly valued? Or is the future revenue growth potential so much higher. Even if this were the case though, when the US goes into recession, then those with the put LEAPS in YHOO, etc. would do better than those with put LEAPs in DELL (IMO). Are you looking at the internet stocks? With your take on the world economy don't they look like a much better bet?

To: Lucretius who wrote (75172)	10/28/1998 10:41:00 AM
From: whyretire	Read Replies (1) \| Respond to of 176387

Your points are good, but Dell's future is probably more related to the infancy of the PC technology and the PC market and the future technology improvements and market growth. Dell also proves day in and day out that they know how to market PC's and serve customers.

To: Lucretius who wrote (75172)	10/28/1998 10:41:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

Fair value is around 5 to 10x earnings From this I gather you believe Dell has quit growing and will in fact contract (as five times earnings implies a growth rate less than a money market fund). Boy! are you in for a suprize. TP