SI
SI
discoversearch

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 133.20+5.7%Nov 26 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jim kelley who wrote (79575)11/13/1998 2:21:00 AM
From: hsg  Read Replies (1) of 176387
 
Jim,

Investing in start up companies is extremely risky. The probability of success is very low, requiring diversification and high tolerance for loss. By the way, did you invest in Dell when it was a start up company? I don't know if you noticed, but I stated that I love Dell as a company, and would love the opportunity to own some if the price is right. Let me ask you a question: The share price was much lower a month or so ago. At that time was Dell more attractive than it is now?

Of course (buy low), and now that it has risen it is LESS attractive as an investment. I wish I had bought then, and if I get the opportunity I will get in.

Also, my logic was correct. A static universe? So why did Dell go down last month? Did you notice the P/E has increased? The share price has moved up faster than earings growth. Do you expect this to last forever?

The question is how much are investors willing to pay for Dell's future earings. I question how high the P/E can go, and will lay my bet's accordingly.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext