Dell Technologies Inc. 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.

Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kris who wrote (43386)	5/19/1998 5:07:00 PM
From: David Vanderpool	Read Replies (1) of 176387

I'm new to this thread, but feel compelled to comment here. I applaud those of you who have held Dell and profited handsomely. I bailed out MANY points ago. I just hope none of you let your overenthusiasm cost you money- as it did to me with Intel. There are certain factors which simply can't be overlooked 1) Profits are not growing as fast as revenues. ie. they are buying market share. 2) Average selling prices in the industry are falling. Perhaps Dell will be able to comand brand loyalty, but I believe that has it's limits. 3) I think it is a great company, and Micheal Dell is a genius. But the growth rate of the stock price price is twice that of the earnings growth rate...how much up side is left? 4) Generating 50% revenue growth from 3bill to 4.5bill is easier than from 14bill to 21bill. Can they keep it up?? I'm not sure it's time to get out yet.....but the unbridled enthusiasm I see in this thread leads me to believe that some of you will ride this thing back down and watch profits slip away while singing the praises of Micheal Dell.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next