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

To: SirVinny who wrote (101521)	2/17/1999 3:12:00 AM
From: powershred	Read Replies (1) \| Respond to of 176387

I would be tempted to sell GTW and ATYTF...assuming you still have profits on both. I follow ATYTF (if it is ATI tech from Canada)..I was fortunate enough to sell it at $26.75CDN BUT plowed my profits and then more to DELL at $92...so..as you can see...I am in pain as well....ATYTF is a great little company but it moves in sentiment with the rest of the techies and it appears to have no near term news that would propel itself up. Went to the figures of DELL tonite (you can check out my ramblings on DELL DIARY)..and while the only major disappointment for me to see was its sales growth dip to 47.9% from 58.8% YOY...if you look at it in relation to it being an 18billion company, its performance is not chopped liver. At $80, it will be trading at 54 times next years' earnings...given that compaq trades at roughly what....less than 30x and DELL grows twice or even three times that...a multiple of 54 (assuming they hit benchmarks) is not that bad. If and only if ..they miss any of their sequential estimates the following quarters,...I will then bail...but not now...thinking of picking up more tomorrow......maybe putting in a stinker bid.....cheers.