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

To: Ibexx who wrote (80407)	11/15/1998 11:37:00 AM
From: rudedog	Read Replies (3) \| Respond to of 176387

Ibexx - Convervatively, DELL should be okay for 2-3 years. I disagree. My conclusion at the moment is (from the bottom of my other post referenced below) Dell will still show great financial performance and industry leading growth, probably in excess of 30% per year, maybe even approaching 40%. Unfortunately for Dell, that is not nearly enough to maintain their current stock price. While I do not believe that Dell's price will collapse as some are saying (that would be insane for the best managed and fastest growing computer company in the business), I do believe that it will stall at current levels (say between 50 and mid-60's) for at least a year until overall growth catches up with stock price and a reduced long term growth expectation. Having just seen a big chunk of my portfolio sit idle for a year, I have no intention of doing the same next year with the other half. Unless I see something very different out of Dell in the next month or so I will start moving out of Dell in early '99. The full post is techstocks.com