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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: CNC who wrote (2197)	5/24/1999 8:55:00 PM
From: Jill	Respond to of 54805

Thanx for your thoughts! Jill

To: CNC who wrote (2197)	5/24/1999 9:07:00 PM
From: JRH	Read Replies (3) \| Respond to of 54805

Its over, Dell is a great boxmaker, but just a boxmaker. The market will not give those great PE's to Dell again. In my opinion, even if your statement is indeed correct, even if DELL stock grew only at its growth rate, that would still be greater than 30%. How many companies the size of DELL are growing at greater than 30% still? DELL's invincible days may be over, but I think that it is still going to be a great stock for the next five years with their enterprise group growing like mad! BWDIK.... Justin