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Technology Stocks : Dell Technologies Inc.

DELL 117.73

+2.9%

12:46 PM EST

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To: arthur pritchard who wrote (88248)	1/9/1999 12:54:00 PM
From: Chuzzlewit	Read Replies (1) of 176388

Arthur, what scares me is not that But alot of bored business school types, are dreaming up new valuation concepts. I don't think they are. I think that stuff is coming from places like the Motley Fool and brokerage houses, and I think its being swallowed whole by a very gullible public. I ask myself one simple question. If it the stock market did not exist, would I buy the company (assuming my pockets were deep enough)? Suppose someone came up to me with the hypothetical offer of buying AMZN for say $1MM in cash would I do it? Answer: no! Reason: I can see no positive cash flow coming from this venture for the foreseeable future. Sales have no value to me unless they imply at least a small profit. And yet, the whole point the rationalizers try to gut the gullible to accept is that there is some sort of intrinsic value to sales, and the rate of growth in sales. That's why we are suddenly seeing a resurgence in the use of that misused metric PSR. Okay, I admit it! I'm just an antediluvian pussycat in my thinking, but you you'll have a hard time convincing me that there is anything a business generates of value to an investor other than cash over time. TTFN, CTC

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