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

To: Moominoid who wrote (80616)	11/16/1998 8:15:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

David, I got the risk premium number from Brearly and Myers. We will know about the discount rate over the next few months. Also, don't ignore the risk premium. I am not sure how the 8% growth figure for the average was reached, so won't debate that. Can you please tell me why you find that a high number? As for DELL's growth slowing, that of course is the key factor (not Bollinger bands or candlesticks, not LTCM, not political turmoil in Indonesia - unless that affects DELL's growth in some way). I personally feel that your growth estimates are rather pessimistic. -Apratim.