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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: Senator949 who wrote (50000)	7/7/1998 7:30:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Robin, Both YHOO and DELL have a book value of ~$2.50 and are trading at ~40X and ~80X that respectively. Are you people crazy? Book value is meaningless. It's yesterday's news! It's based on historical costs and earnings and isn't even indicative of what it would cost to duplicate the business. The only thing that counts is the present value of future cash flows. Clearly, investors believe that those cash flows will be substantial for both DELL and YHOO. Craziness is investing on the basis of book value. Craziness is investing on the basis chart patterns. Craziness is momentum investing. But investing based on the basis of finding a company with a sound business plan and proven execution over several years is sane. That's why I invest in Dell. TTFN, CTC

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