Stock Attack -- A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: Magnatizer who wrote (16534)	10/9/1998 6:06:00 AM
From: bobby beara	Read Replies (1) of 42787

David, If I may - Dell's stock price has very little relation with fundamentals of the company, based on historical p/e ratios of the industry, Dell should be trading under $10 right now - but this is the bubble mentality, where hero worship comes at an extreme premium. This is a no brainer here. The semiconductor, software and boxmaking industry is a highly mature industry. The stuff that fueled this boom - high margins - are no longer there and only the strong are left at the top - intel, microsoft, dell. You hit the nail on the head commodity. What fueled Japan's bubble was the growth industry of consumer electronics, but when that industry matured and margins started shrinking - bust. Same thing is happening here in the computer industry. bb

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