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 126.42

+2.8%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: grogger who wrote ()	6/1/2000 12:39:00 AM
From: hdl	Read Replies (6) of 176387

From the Fleck-Forbes-Dreman Remember, all exams are open book. . . David Dreman, a columnist and author of several great books on value investing, wrote a recent column for Forbes entitled "Shredding Consensus" that I'd like to recommend. In it he questions why investors should pay 78 times trailing earnings for Dell and talks about how analysts have missed Dell's stumbling during the last couple of quarters. He also goes on to talk about how Dell is "primarily a box manufacturer with a growth rate that will decline as the personal computer industry decelerates," and how it spends virtually nothing on R&D. The net of it was his recommendation that if you're brave, you should short Dell. I've been reading his columns for as long as he's been writing them, and the only time I can ever remember him actually saying short something was the bond market in late 1986-1987, which was right on the money. In any case, it buttresses my view of Dell, so if I didn't think he was smart already I'd certainly have to think he was now, right?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next