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

To: Dr. Jeff who wrote (99065)	2/14/1999 3:40:00 AM
From: Steve Fancy	Read Replies (1) \| Respond to of 176387

Yup, Dell's P/E is unsustainable. Growth has been slowing. I am neither long nor short this stock, but I suspect a long overdue reality check is in the cards. How is Dell going to make any money on $600 PC's? IMO, that's where this thing is going short term. We're seeing the first give-away with free-PC. They're gonna be handled like calculators soon. IBM figured this out some time ago. Dell must diversify into software or services. I predict there will be no stock split and may be a buyer sometime this year in the $25-$40 range. sf

To: Dr. Jeff who wrote (99065)	2/14/1999 3:41:00 AM
From: FR1	Read Replies (1) \| Respond to of 176387

THE STOCK IS STILL 200% overvalued! How do you come up with this number? ***************************************** Analyst sees Asia PC sales rebounding in '99 By David Legard Kitty Fok, IDC Asia-Pacific's research manager, said there is reason for guarded optimism for the year ahead. "If market conditions in China, India and Australia remain healthy, the regional PC market should generate solid gains in 1999, producing the highest annual shipment totals ever for the regional market," she said in a statement. Growth figures among the different PC vendors were also varied, IDC said. Compaq Computer Corp.'s unit sales were down by 8.5% and Acer Group's down by 19.3%, even as Dell Computer Corp. saw sales climb by 45.9%, Hewlett-Packard Co. by 17.1% and IBM by 3.3%. computerworld.com