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Technology Stocks : Dell Technologies Inc.
DELL 115.43-1.5%Jan 23 9:30 AM EST
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To: Glen L. Peden who wrote (75444)10/29/1998 4:06:00 AM
From: Moominoid   of 176388
 
I think I understand where LT is coming from. He thinks that a year or two from now all stocks will be trading at or below book value. DELL's book value then could be the $3-5 LT talks about.

If you think the market is going into that kind of hole it could make sense to buy long-term puts on DELL as it has a very high price to book ratio.

I don't believe this scenario though I too think DELL is overvalued. Something like $30 makes much more sense if the market crashes.

David
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