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

To: BGR who wrote (98807)	2/13/1999 3:12:00 PM
From: im a survivor	Read Replies (2) \| Respond to of 176387

How ridiculous......well, if people haven'tlearned not to bet against MD, then so be it. I for one have learned, and I hope we do see $60 before $130. Why ? Because I know we will see $130, so if we see $60 FIRST, thats just that much more profit I can make. I will by at $80, $70, $60...and as far down as it goes, the fartherb down it goes, the more profits I can make on the ride back up. Jeez, if we do see $30, I'll be retired in a year, as the ride back up will make me a very rich DellHead.

To: BGR who wrote (98807)	2/13/1999 3:21:00 PM
From: TechAlive	Read Replies (1) \| Respond to of 176387

At 94 PE stock is overpriced for their segment. The PC market is very tight and more and more companies are grabbing their share. A sustained PE like this becomes increasingly difficult to justify. That being said however, it, like most of the stocks, did make a spectacular recovery from the $40-something low. I'll be watching for a better entry point. Small and big money seem to like this one. Tony.

To: BGR who wrote (98807)	2/13/1999 3:43:00 PM
From: Jock Hutchinson	Read Replies (1) \| Respond to of 176387

dell.com Hey don't ask me! Ask Michael and company. I have very strong feelings for Fibre Channel. I feel that it's growth will be exponential. But the better play on Fibre Channel is QLGC, which business is very much concentrated in Fibre Channel. Also LSI has over 80 percent of the design wins in Fibre Channel, so that too would make it a much better Fibre Channel Play than Dell. Moreover, as a percentage of revenues, Fibre Channel is but a miniscule portion of Dell's sales--certainly less than one quarter of one percent. As far as having the "numbers", it is axiomatic that there is significant cyclicality in the storage business. Take a look at almost all of the various players in storage, with the exception of EMC, and Dell isn't remotely close to being an EMC.