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Politics : Ask Michael Burke
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To: jim kelley who wrote (55516)4/11/1999 3:34:00 AM
From: Michael Bakunin  Read Replies (2) of 132070
 
I'd estimate Dell stock worth around twenty ($20). I've bet the Dell thread that five-year EPS growth will not exceed 20%. Can you quantify your estimates? Local threadster Earlie challenged a Dell bull once (#reply-8196899); perhaps you can answer.

I own August puts, which I purchased with part of the profits I made putting Dell earlier this year (check Dell thread).

Specious? My predictions above stand a chance of being wrong, but what is questionable about Dell may yet take share, and may retain a premium valuation, but a premium to falling valuations still means a falling stock price? If the PC market rolls over and valuations across the sector come down, say by 50%, then Dell will come down, too.

-mb
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