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Technology Stocks : Dell Technologies Inc.

DELL 133.18

0.0%

Nov 28 12:59 PM EST

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To: Ben Hines who wrote (31191)	2/26/1998 10:31:00 PM
From: Leo Francis	Read Replies (2) of 176387

Dell trades at 35 times book. DELL is now valued at nearly CPQ market cap. Dell is now valued at about half of IBM's and At&T values. Dell is valued at 85% of Boeing. More than double that of Texaco and nearly double of Oracle. $40 times the value of MUEI, with only 10 times the sales. Dell is valued at over 7 times GTW. With the exception of GTW and MUEI, all of the above companies have earned 1B in a single year in their history, while Dell has not. (Yet, I'll concede.-g) Even though I am short DELL, I thought a little perspective is needed amongst this euphoria, which is quite understandable for the longs. Now come on longs, even you must admit we are approaching valuations where the "Risk"/reward ratio starts to escalate. Good Trading, LF

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