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Technology Stocks : Dell Technologies Inc.

DELL 138.22

-1.6%

Dec 9 3:59 PM EST

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To: mepci who wrote (160946)	9/21/2000 9:26:09 PM
From: Meathead	of 176387

Hi mepci. Re: market jitters are more about the high p/es. You are probably right. However, PE's have not been a fashionable metric over the last several years. Nobody has really ever been able to figure out how to accurately value a stock in a certain industry. Investors just make valuations happen, then we all find plenty of ways to justify the current valuation climate. PEG, ROIC, FCF, ROE etc, you name it, we'll find a way to affix a value to it and make it so in our collective investment community minds. As far as somebody knowing something everyone else doesn't.... I would'nt bet on it. Nobody knows anything in my book -- they just SWAG. Very highly regarded analysts who do this for a living wind up looking silly on a regular basis. Poor Niles... OUCH! What bad timing to finally publicly turn bullish on Intel's Q3 prospects. If enough people fear that PE's will revert back to where they were during the days when the economy could not grow too much without inflation and productivity gains could only be achieved through employment growth, then it will become so. And we will justify it. But as long as technology continues to have the same impact on the economy as it currently does, we will come to the conclusion that we were wrong and stocks should be worth much more than they are. What were we thinking? MEATHEAD

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