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

To: stock bull who wrote (81118)	11/18/1998 1:09:00 PM
From: hsg	Read Replies (3) \| Respond to of 176387

I like the objectivity of your analysis Stock Bull. I too agree that Dell there is a lot of good news factored into the current price making it at least fairly valued at these prices.

To: stock bull who wrote (81118)	11/18/1998 1:30:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Are you buying the company or the P/E? Stock bull: I don't know about you but when I bought the stock I wasn't buying its P/E but the company. Fair Value: Don't know what that means,for one thing fair value is what the market is willing to pay for the stock at any given time I think. I look at it this way,when the company grows its earnings +50% and earnings over +60%, year in and year out, the company deserves a higher P/E.In my book the stock is under valued and if I had anything to do with the P/E it would be a 100 for this kind of growth deserves a premium.Look at them Internut stocks what kinda crappy P/E do they have and hardly any of them makes any money. Can you show me a better Internet stock than DELL? The only difference with DELL is that they make money. If one likes to invest in P/Es 'Dogpaq',er....Compaq will be better bet they have zero (0) P/E,nada,zilch,nothing.<vbg> Anyway I don't really care what Merril Lynch said,I don't take any advice from them.

To: stock bull who wrote (81118)	11/18/1998 1:34:00 PM
From: freeus	Read Replies (2) \| Respond to of 176387

re are we headed down? just a little...I told my friends (who I finally convinced to buy DELL) to put in a limit at 59 1/2 or 60. I think things will be fine by Feb and we'll be on the up road again. By the way, is it too late to get on the RAMBUS bandwagon, anyone know? I held it for a little while and a little gain, but its been flying. Freeus