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

To: BGR who wrote (98896)	2/13/1999 5:39:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

BGR, our disagreement is what ordinarily makes a market. As you know I have repeatedly said that while I cannot feel comfortable valuing an equity security I can get a feeling that the price movements have no basis in the fundamentals of company. That's why I remained long and sold covered calls for March (which I have since repurchased). I don't know how low Dell may go in the short run (it will depend on momentum investors, the phase of the moon, and squiggles on graph paper), but I believe that Dell has a fine future in the long run (which will depend on such irrelevancies as cash flow, increases in market share and the introduction of new, rapidly growing products). I am distressed that you are using CNPEG against me. It's always disappointing to have your own child turn on you (CNPEG, not you <VBG>). Kind of like Frankenstein's monster. TTFN, CTC

To: BGR who wrote (98896)	2/13/1999 5:58:00 PM
From: On the QT	Read Replies (1) \| Respond to of 176387

BGR "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. How about relative to the Industry? How about Industry against Wiltshire 5000? Regards, QT