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Technology Stocks : Dell Technologies Inc.

DELL 127.52

+4.1%

12:17 PM EST

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To: Phillip Crone who wrote (31484)	2/28/1998 4:01:00 PM
From: John Goode	Read Replies (4) of 176387

Good to hear some sense of reason on this thread.... You're analysis of Dell is right on as far as I'm concerned. Dell is definitely a terrific company, but the share price is clearly out of line with fundamentals. Unfortunately the stock is clearly in the hands of momentum investors now, so fundamentals don't really matter much (at least for now). Sooner or later, this baby will come back down to reality. btw: I looked at a couple of numbers this morning to get a better picture of the 'extent' of Dell's overvaluation: Company Market Cap Revenue P/S Shrhldr Equty/Mkt Cap DELL 51.6 billion 12.3 billion 4.19 3% CPQ 48.5 billion 24.6 billion 1.97 19% DEC 8.5 billion 7.2 billion 1.17 40% HWP 69.7 billion 47.3 billion 1.47 24% GTW 6.9 billion 6.3 billion 1.09 14% NOte: some of the revenue numbers are estimates, but they should be pretty close.

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