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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: PAL who wrote (110822)	3/22/1999 5:56:00 PM
From: stockman_scott	Read Replies (3) of 176387

PAL: These ANALysts are interesting animals. SG Cowen has been quite bullish on DELL until recently. Yet, they "downgrade" DELL from a strong buy to a buy and don't explain it very well. Cowen also writes an Internet Capitalist letter every 2 weeks -- a great way to hype their interest in their favorite internet stocks. In this weeks 7 part letter (that I just scanned on my First Call Database) they took pages and pages to talk about the glorious future AOL and AMZN would have. Yet, there was very little discussion about valuation. Hmmm....one of these stocks has a sky high P/E ...the other has no P/E. Yet with DELL everyone gets so concerned with the valuation <ggg>. IMHO, DELL is truly a "VALUE STOCK" at current prices. I have enhanced a posting from a DELLhead that was listed in the last 24 hours. The #s for the company's listed below are based on last Friday's prices. Regards, Scott <<When I bought Dell a few weeks ago, I thought I was getting a growth company with outstanding momentum. Little did I know that I was really getting a value stock. ;-) ++++++++ P/E=Price to earnings ratio (for trailing 12 months) P/E FOR= Price to earnings ratio (projected for next 12 months) PSR= Price to sales ratio ROE =Return on Equity (next 12 months) Ticker P/E (for last year) For P/E PSR ROE DELL 75.9 54.4 5.61 75.0 ....DELL AMZN NE NE 35.67 NE .....Amazon AOL 542.0 350.7 33.71 17.6 .....AOL CSCO 127.4 71.1 16.71 14.9.......Cisco KO (Coke) 47.5 45.9 8.84 44.9......Coke MSFT 72.8 65.8 25.93 29.4......Microsoft PFE (Pfizer) 55.2 56.5 13.49 38.8.......Pfizer YHOO NM 447.4 167.67 4.8........Yahoo ***Who would have thought that one could pick a set of very well known momentum stocks where DELL would have the lowest PSR yet the highest ROE?>>

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