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

To: Chuzzlewit who wrote (98878)	2/13/1999 4:59:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 176387

I plead guilty. Frank

To: Chuzzlewit who wrote (98878)	2/13/1999 5:23:00 PM
From: BGR	Read Replies (3) \| Respond to of 176387

CTC, While I do agree that DELL's rapid price swings are largely a result of margined momentum players dancing to the tunes of analysts and the media, I still think that at a forward PEG of 0.8 DELL is an attractive buy at this level relative to the rest of the market. The way it is right now, even investing in index funds leaves one with assets with forward PEG of 3 or so. So, what is one to do with the savings? -BGR.

To: Chuzzlewit who wrote (98878)	2/13/1999 5:25:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

I do not have any margin at all. Took a little pounding last week on 250 shares of CMGI. Got out of it and the AOL I had on margin. Decided never to use it again. I do agree with you that it is risky to use leverage. Smart Money magazine for March featured 10 stocks which they choose for the future. Dell was mentioned as one but they cited they would like if possible to get Dell lower like around 50. They also said they would like to get Microsoft , Intel, Csco, Ge and Walmart cheaper. Frank

To: Chuzzlewit who wrote (98878)	2/13/1999 5:30:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 176387

Hi Chuzzlewit, re:"Don't blame it on the analysts..." Thank you for your post. "I pointed out that Dell's run up made no sense because the stock price was going up much faster than even the most optimistic growth estimates." You are attempting to make a case for valuation, and, as you know, like with AOL and Microsoft and others, that is an inexact science at best with high growth companies and is mutually exclusive from the tanking on Friday. Niles has made unsupported assertions. To support your overvalued assertions with either Niles pronouncements or Dell tanking is a fallacy. With your logic, every tech company is ready to tank because the price doesn't support growth prospects and every drop in stock price is because the stock was overvalued. Respectfully, Jon :)