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

To: Chuzzlewit who wrote (114820)	4/7/1999 4:36:00 PM
From: Klaus	Read Replies (2) \| Respond to of 176387

Chuzzlewit, what do you think start nibbling or you do you think these software companies are dead money for a couple of months? I am getting hammered on neta. klausr

To: Chuzzlewit who wrote (114820)	4/7/1999 4:48:00 PM
From: hdl	Respond to of 176387

OT-why not corel now that dell is working with linux

To: Chuzzlewit who wrote (114820)	4/7/1999 8:45:00 PM
From: Marq Spencer	Respond to of 176387

* OT * Chuz/Venkie: Among the enterprise software makers you listed, right now CA looks the best. The PE on the stock is low (trailing 15, leading 12). The pending Plat acquisition will bring the earnings to around $3.00 for the 12 month period - second half of '99 to first half of 2000. That should be a growth of around 25%. And it is trading below $35! Regarding NETA, I think that their biggest market segment - anti-virus, is seeing tremendous slowdown. So, I wouldn't hold them. As for BMCS, I think that there is tremendous uncertainty about the growth of their client/server business (15-20%?). And their PE is still around 25. Also, they now have multiple lawsuits filed against them for their accounting of BGS and other acquisitions. Whether or not these have merits, they'll be a distraction. Anyway, that's my take on these. - Marq.