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Technology Stocks : Dell Technologies Inc.
DELL 133.59-1.8%3:59 PM EST
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To: Brian Hutcheson who wrote (19673)10/29/1997 1:22:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Brian, book value is an illusion. IMO, the best way to look at a company is like a black box that generates cash. It doesn't matter how much it costs to make the black box (book value in my analogy). In any event, the safety net is not book value, but net liquidation value, which is much lower than book value for manufacturing companies like Dell. Some companies like railroads and timber companies have liquidation values that are probably higher than their respective stock prices because of the appreciation of land values and the resources contained on the land. Book value represents the historic costs- not the fair market value of all assets less liabilities.

Regards,

Paul
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