DELL COMPUTER--INCREDIBLY OVERVALUED STOCK Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : DELL COMPUTER--INCREDIBLY OVERVALUED STOCK

DELL 160.99

-1.5%

3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Candle stick who wrote ()	3/26/1998 5:34:00 AM
From: Kristin mikel seeds	Read Replies (1) of 96

I have to agree with you on the valuation but the market doesn't seem to care. I hope with the impeding disasters in earnings for the tech sector that people will begin to look at fundamentals. I mean look at Microsoft. Sure they announced that earnings would be 4 cents ahead but the stack is at 60 times earnings and the CFO specifically warned twice that growth was slowing and that it would be in the 30 percent range and not the 50 percent range. This means the stock should have a PE of 30 not 60!!! Almost everybody focused on the earnings when the point of the conference was to warn people about slowing growth and to, in his words, "dampen an exurberence". No doubt microsoft is a great co but is this valuation warrented?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next