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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%3:59 PM EST

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To: Joe Sabatini who wrote (31340)2/27/1998 3:43:00 PM
From: Jeff Mills  Read Replies (10) of 176387
 
Joe--

Whoever is buying DELL right now does not really understand valuation. It's as simple as that. People are buying because "DELL goes up $7 everyday". I dont care how much you love this stock, the DELL name is not worth $50 Billion in my eyes. MSFT INTC easily, but DELL no way. They assemble computers and provide nothing to the tech advancement of this country. Basically they rely on what MSFT and INTC develop/design in the Valley and then mooch off them to make money. What exactly does DELL produce for itself? Where would DELL be without the INTCs, MSFTs, MUs, IOMs, QNTMs etc? Out of biz I would think.

JM

PS--$140 1/8 whos buyin more?
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