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

To: Tulvio Durand who wrote (79325)	11/12/1998 6:38:00 PM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 176387

Tulvio and all What did Victoria Gate MD mean that Dell is not the same anymore and she recently said she sold Dell at 73 and 3/8. What is your estimate for where the stock will be by years end Ant THoughts Best Wishes Frank

To: Tulvio Durand who wrote (79325)	11/12/1998 6:42:00 PM
From: Dalin	Read Replies (1) \| Respond to of 176387

Re: PE PE's just don't work in todays market. Dells value, right now, about 66. Why? Because it will most likely be at least double that a year from now. Ok, maybe only 90, or 100. ITS STILL A GOOD RETURN ON INVESTMENT. and a good value. Maybe 66........ after a split or two.....eh? They said it couldn'nt be done a year ago. and the year before that and...... well you know. D.

To: Tulvio Durand who wrote (79325)	11/12/1998 7:41:00 PM
From: Lionheart	Respond to of 176387

Thanks for the PE numbers. I was wondering how much the earnings increase of .10/share over last year (.28/share vs. .18/share) would bring the PE down. Dell has usually traded with a PE of between 70 and 75 so if its new earnings-adjusted PE is now 70 I would say Dell is now fairly valued with room to move up. This is in theory, and in theory, the price really shouldn't drop. We shall see, the price will probably drop as the short sellers do their thing and shake out the short-term investors and momentum traders. I suspect we may get upgrades since Dell is still proving to be growing at a rate that is greater than its competitors. This should push Dell back into the seventies where I suspect it will trade through the rest of the year.