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

To: Chuzzlewit who wrote (103119)	2/19/1999 4:39:00 PM
From: freeus	Read Replies (1) \| Respond to of 176387

Thanks Chuz: Jubal says Dell was down not because of problems at the company but high valuation. Is there any merit to this? If so, does that mean that no matter how well DELL does now the stock will continue to fall? This is what J. indicates is his prognosis for the next year/! Then he says that now the slightest bad news will make any tech stock fall in price greatly: dont they do that already? Then he says that revenues of $5.17 is "well short" of the expected $5.5 billion. Is that difference considered very large? Then he says that the 8% growth is much lower than the 22% that other PC makers saw but isnt that an unreasonable comparison since DELL was not in (and did not want to be in) the sub-$1000 pcs? And does DELL really have to cut prices to stop from losing out to competitors? Isnt it just that if they want to get the lower cost PC business they have to do that kind of a product, but dont have to cut prices in their usual business which is high end anyway? And anything else you think I should have noted. (generic ending) Freeus