Dell Technologies Inc. Message Board

STOCKTALK

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 119.41

-2.7%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lockeon who wrote (98925)	2/13/1999 9:09:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Lockeon, you are correct when you note that Dell's price share has increased many times over its eps growth rate, but there have been several additional factors which I should have included in that discussion which I didn't. Four years ago there was significant skepticism concerning Dell's staying power which has resulted in a reduction over the years of the risk premium. Secondly, long-term interest rates have fallen. Finally, overall market valuations have increased substantially, which is why I have begun to rely more and more on relative valuation methods like CNPEG. But there hasn't been that much change since the summer in either interest rates or general market valuations to support the kind of rise we have seen for Dell. TTFN, CTC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next