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Technology Stocks : Dell Technologies Inc.
DELL 133.92-4.9%3:59 PM EST
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To: stockman_scott who wrote (105204)2/26/1999 12:47:00 PM
From: Jock Hutchinson  Read Replies (1) of 176387
 
Last year DELL spent over $300M on R&D and received over 250 patents

For a company that is about to do $18 Billion is sales, an R&D budget of $300 million is chump change. That DELL is the innovator in vertical integration in the computer assembly business is undisputed. But the simple fact remains that it is a commodity product assembler with very little intellectual capital that goes into the product. And at the current excessive valuation relative to its future growth, this company's stock price is vulnerable. The numbers going forward simply do not justify its current valuation. Most likely, the high for the next twelve months has already been reached.
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