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

To: BGR who wrote (99603)	2/15/1999 2:46:00 PM
From: Hector	Read Replies (2) \| Respond to of 176387

BGR, My views: Dell will continue to show EPS increases, but at a much slower rate than in the past. CPQ, GTW, and IBM will continue to make inroads on Dell's "model" with CPQ being the biggest beneficiary. Dell will continue to be a master marketer and manufacturer. Computers are commodity products. Dell's stock price has been a prime beneficiary of daytrader influence. I think most of these arguements re: Q4 and Y2K, etc. are irrelevant. All the computer makers play on the same field. I expect Dell's P/E to revert to its historical average and with growth slowing, it means a sizable decline in price.