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

To: ForeverDell who wrote (124818)	5/14/1999 4:15:00 PM
From: Murrey Walker	Respond to of 176387

If he's not privy to insider info, IMO, he'll look like a jachass (misspelling intended) after Tuesday's bell.

To: ForeverDell who wrote (124818)	5/14/1999 5:04:00 PM
From: Grandpa Joe	Read Replies (5) \| Respond to of 176387

He downgraded DELL on valuation?? You got to be kidding? The most conservative analysts believe DELL will grow earnings and revenue at 35% in 1999. The S&P 500 in comparison has an anticipated growth of 8%. Dell's P/E is around 80. The S&P 500's is around 35. So DELL is growing 4 times the S&P 500 yet sells for a little better than 2 times the S&P 500's P/E. If you do this analysis on a forward P/E basis DELL looks even better. If anything he should have UPGRADED DELL based on valuation. I don't think HWP will help us on Monday. The Market's focus on FOMC is too great. We will have to wait for Wednesday. Hopefully, the numbers are soooo good that the volume ramps up big enough to overwhelm the MMs who want to bring DELL down to max pain by Fri. I think the real break-out will occur after options expiration. Sorry if I rambling too much. Have a great weekend. Gramps

To: ForeverDell who wrote (124818)	5/14/1999 9:11:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Forever Dell, re:<< I understand he cut on VALUATION. He has not taken down his numbers or estimates.>> If you don't mind my asking, where did you get this information? The press release was mute on this point. Stock Bull