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


To: GVTucker who wrote (130096)6/1/1999 11:57:00 AM
From: John Hauser  Read Replies (1) | Respond to of 176387
 
Short-term we're looking pretty bad. It looks like the Fed might tighten (overall market risk) and compound that with Dell's slowing (but still impressive) growth rate, a currently inflated P/E (historically speaking) compound that with investor sentiment and things really look negative near-term.

JMHO,
JH

p.s. I think we'll have some great buying ops this summer.



To: GVTucker who wrote (130096)6/1/1999 12:00:00 PM
From: eddie foree  Read Replies (2) | Respond to of 176387
 
mr tucker why are they questioning dell numbers when they are superb??..your argument is just like the misinformed wall streeters...you and these people buy into whatever rumors are in the mill.. on cncb yesterday i heard the so called gurus recommending stocks that had growth rates in the 10 to 15 % category..so this cant compare to dell...its strictly what goes around...faddish..unprofessional..the truely informed are recommending dell...shortly the sellers will regret...



To: GVTucker who wrote (130096)6/1/1999 12:09:00 PM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Re: It is that Wall St. was expecting the rate of growth to remain constant.

That is an interesting comment. But I believe that you are incorrect. ZACK's had DELL's growth rate declining as long as a year ago. Also, some of the analysts forecasts as well as the MD himself have set the growth expectations for DELL to the current levels.

So if Wall Street was expecting constant growth it must not be reading its own reports on DELL. <g>