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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (30318)	5/18/1999 6:29:00 PM
From: William Griffin	Read Replies (2) \| Respond to of 70976

I know most are longs on this thread, but I missed the big run from Oct to Feb, and have been trading in and out quite successfully over the last month or so. My last buy was this morning. Now, I think the stock is will be working under a new "paradigm" given this quarters results. My question is "Where is the upside sell now??" for a trader. I saw one post that said maybe $75 in a week. Your best guesses welcome.

To: Zeev Hed who wrote (30318)	5/18/1999 6:54:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

OT to Zeev, I understand and share your sentiment. However, it the Street continues to beat up on Dell for growing revenue 41% which is $37M more than expected and meeting earnings expectation, I'd be disappointed. It's a lot easier for a startup to beat estimates than a company that just grew to $5.537B / Qtr. Dell's growth, ROIC, etc are the envy of much smaller companies let alone companies of its size. While it has been awarded a nice multiple relative to other box builders, its multiples are rather skimpy given its consistency and significant outperformance of its peers. JMHO, Ian.