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

To: Smart Investor who wrote (110662)	3/22/1999 12:33:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Here is something interesting about AOL.... "As of the close last Friday, AOL is is OVER 160% (or 3+ stnd deviations) above its 200 day moving average." --This is from an ANALyst report looking at valuations. I like AOL and have the stock on my farm team. Yet, I feel the valuation is VERY rich now. With a P/E over 500...what if whisper #s are missed?....what if MSFT gets serious in the Internet access and internet media space? Just some thoughts. DELL looks like a "value stock" when you compare it to an AOL or a Yahoo. Many of the momentum investors are seeking greener pastures. IMHO, they'll be back this spring <ggg>... I wouldn't bet against Michael Dell and his team. Regards, Scott