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

To: AD who wrote (107121)	3/4/1999 1:52:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Excuse me 'huge valuation & P/E'. Andrew: I beg to differ sir. Let me ask you this, would you pay a P/E multiple of 103 for Xerox which is expected grow its operating earnings 16% over the next 3-5 years or would you rather pay a P/E multiple of 79 for Dell which is supposed to grow its earnings between 35-50% for the next 3-5 years?

To: AD who wrote (107121)	3/4/1999 2:00:00 PM
From: JRI	Respond to of 176387

Andrew- Go look at Dell's performance the first 2/3 weeks of every quarter for the last 5/6 quarters...Dell rarely does anything...it drift down.....it holds ground...rarely does it go up.... Last year, after earning announcement in early Feb., Dell didn't do anything until mid-April...it then went from 63-66 up to 98... Fundamentals still strong....momo guys will come back...long-term investors haven't gone anywhere...haven't you seen the lackluster activity in all tech stocks (save internets) lately??