Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: Zeem who wrote (72632)	10/16/1998 3:16:00 PM
From: Paul Merriwether	Read Replies (1) of 176387

<< Your opinion of Dells valuation is irrelevant, I thing Humvey's (Hummers) are over valued $94,000, but If you want one pay the money if you ain't got the Jack then don't. >> That's an interesting way to do valuation of a common stock! Most people compare the earnings or expected future earnings depending on the earnings growth, discounted at a reasonable rate and compare it with the yield on short term bonds, money market account etc. I think bears complaining about the high Dell valuation are not wrong(how long will it take you with your stocks at 58/share to get an average return of $3.50/year which is what you would get by investing your $58 in a money market account). 5 years? Assuming Dell's 50% earnings growth etc etc. On the other hand, everyone expects DELL to double and treble and then split this year. Ridiculous I say. It will take them 10-15 years to get the same money if Dell is really trading at $100/share. I am not going to short Dell however(well maybe for a day-2 day trade whenever opportunity arrives)! I don't have any conviction left for really shorting Dell because people keep bidding it up and conviction costs money!(as Pygmalion character Dolittle would have said "Sir, I can't afford it"!).

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