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Technology Stocks : Dell Technologies Inc.
DELL 126.42+2.8%Dec 19 9:30 AM EST

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To: Chuzzlewit who wrote (148092)11/28/1999 6:20:00 PM
From: musea  Read Replies (1) of 176387
 
Chuzzlewit,

You wrote: What I found interesting is that when I published my free cash flow valuation of Dell on that thread there wasn't a single substantive post critical of the analysis.

Did you expect a well-thought-out critique? I recall that battle. I believe I regarded it as high comedy at the time. Analysis seems to have been shortened to a four-letter word by that crowd.

The scary thing to me about Dell is not whether Dell will grow and be incredibly successful. It's whether the stock market at large will decide that all valuations are out of line. I have no doubt that Dell will be successful, for many reasons.

-musea
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