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Technology Stocks : Dell Technologies Inc.
DELL 114.44-3.4%3:59 PM EST
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To: Chuzzlewit who wrote (64381)9/9/1998 1:16:00 PM
From: Lucretius  Read Replies (2) of 176388
 
On a historical basis, cyclical co's like DELL have been valued at anywhere from 3 to 10x earnings, DELL blows away even the upper end of that valuation measure. Let's now talk about bookvalue and dividends. DELL has almost none of book and no dividend. At mkt tops these tried and true historical valuation models are thrown out and funky new methods such as momentum, growth rate=multiple on earnings and other such garbage are seen as the gospel because they have worked so well for the last 4 or 5 years. History is much longer than 5 years. Such thinking was also prevalent in the late 20's and you know how thta turned out.

-Lucretius
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