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.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hank Stamper who wrote (3356)2/18/1999 1:11:00 PM
From: Trebor  Read Replies (1) of 15132
 
David:
Re: Dell P/E -- good question, wish I knew the answer. If you buy into what some are saying that Dell's glory days are over, then certainly its P/E is going to have to get more in line with its competitors. But if you believe, as I do, that its story remains intact -- i.e. superior business model, outstanding management, etc., then I think it will continue to command a premium in the P/E department. Nightly Business Report did a good interview with Michael Dell last night that bolstered my confidence. It's available at:http://www.nightlybusiness.org/
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext