Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: Rosemary who wrote (34397)	3/15/1998 8:53:00 AM
From: Lee	Read Replies (3) of 176387

Rosemary, *Off Topic* Hi Rosemary, I guess WB put to rest these continuing arguments over valuation per the remarks below. At the annual meeting last year, with the Dow at 7,071 and long-term Treasury yields at 6.89%, Charlie and I stated that we did not consider the market overvalued if 1) interest rates remained where they were or fell, and 2) American business continued to earn the remarkable returns on equity that it had recently recorded. So far, interest rates have fallen -- that's one requisite satisfied -- and returns on equity still remain exceptionally high. If they stay there -- and if interest rates hold near recent levels -- there is no reason to think of stocks as generally overvalued. Well, interest rates are a full percentage point lower and I would definitely call Dell's ROE remarkable. Will look up the historical values for our info. Lee

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