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Technology Stocks : Dell Technologies Inc.
DELL 122.55+4.4%Nov 21 9:30 AM EST
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To: SirVinny who wrote (102401)2/18/1999 1:08:00 AM
From: Techie  Read Replies (1) of 176387
 
Nobody said the numbers were disastrous in and of themselves. But when put into the expected vs reality framework, they were indeed disastrous. They showed without any doubt that growth rates had seen their peak. With a p/e like Dell, you can't afford that kind of result. Any smart individual saw this coming 9 months ago, but the herd insisted on driving the price to a level where Dell's market cap was almost the size of IBM. Now go ask yourself: does Dell have anywhere near intellectual as well as physical (break up value) assets as IBM? Count the businesses IBM is in, and not as "configuration" house, but as the owners of intellectual property.

You folks could believe whatever you want, but during the coming months you will hear mutual fund managers saying "it's a buy" while they dump their shares on you all.
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