Dell Technologies Inc. Message Board

STOCKTALK

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 Technologies Inc.

DELL 129.94

-6.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rudedog who wrote (143281)	10/1/1999 12:18:00 AM
From: stockman_scott	Read Replies (2) of 176387

<<I think that stock price is driven more by perception than reality - especially the perception of future earnings and growth. That is what pushed DELL so high in the past and that is what is holding it back now. >> rudedog: I totally agree. Stock prices are based on future expectations. Some of the momentum money behind DELL has temporarily rotated to other places. Check out these P/Es... DELL P/E 65 SUNW P/E 73 EMC P/E 80 QCOM P/E 278 Now, all of the above companies are growing fast and are perceived as leaders in their fields. Yet, are ANY of these companies (EMC, SUNW, or QCOM) growing sales or earnings faster than DELL..?? Last time I checked they weren't. DELL's business model is constantly being fine tuned and the company has some exciting new initiatives underway (with IBM, in the storage arena, with global premiere pages etc..). I also expect DELL's consumer group to have a record holiday season. Two of my friends that have been die hard "Mac Fanatics" over the years just ordered new DELLs. IMO, DELL's new marketing campaign is smart and its products are becoming more mainstream. Things look very good for DELL. Yet, many institutions, Funds, and individuals are ignoring this now. I expect DELL to deliver record quarterly results again. Once that happens folks may realize that DELL should command a much higher valuation. At the moment I love the company but not the stock. I'm holding my remaining shares though. Best Regards, Scott

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next