SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell, will it go higher ? ? ?
DELL 162.01+0.6%Oct 31 9:30 AM EDT

 Public ReplyPrvt ReplyMark as Last ReadFileNext 10PreviousNext  
To: Dave Boyer who wrote ()7/1/1997 6:29:00 PM
From: shiv   of 14
 
Not much, after today's news. Dell is at a very high price by any valuation method. CPQ, GTW have PE's much less than Dell. You can not justify PE of 35 for the business Dell is in. Dell is not a high tech company with a patented technology to justify high PE. Dell has been a great stock for momentum players and I think all the mutual fund managers have been buying up Dell without paying attention to the fundamentals. The PC business is a cyclical business and is going to have peaks and dips. Well the peak is over and dip is on horizon. The momentum players are going to dump in with the next market down turn.

But then I could be wrong, I am the one who lost tons of money shorting Dell!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFileNext 10PreviousNext