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Technology Stocks : Dell Technologies Inc.
DELL 133.92-0.5%Nov 13 3:59 PM EST

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To: D.J.Smyth who wrote (115296)4/8/1999 4:51:00 PM
From: stockman_scott  Read Replies (1) of 176387
 
<<Dell has traditionally traded at 5.4X revenue to market cap, translated to current price would be $63. >>

Great post Darrell. We keep hearing that DELL is evolving into more of an internet firm. Yet, many of my very successful internut stocks seem to have no trouble commanding a market cap of 50-100 times revenue (AOL and CMGI are great examples). Wouldn't it seem that as DELL transforms their business and takes it to a new level that....the ANALysts should consider a MUCH HIGHER valuation as "appropriate"???....

Just Thinking Out Loud...

Regards,

Scott
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