Dell Technologies Inc. Message Board

STOCKTALK

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.

Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joseph Francis Torti who wrote (121572)	5/1/1999 10:56:00 PM
From: jim kelley	Read Replies (1) of 176387

Well, I certainly did not buy DELL for the splits. I could care less about splits. So by counterexample you are wrong. DELL ran up to 55 because a lot of people thought that the Storage systems business was going to be immediately accretive. Unfortunately, that was a wrong perception. When people realized this was not the case the stock fell back. DELL is driven by EPS growth. Revenue is nice but it is EPS that drives stock valuation for real businesses. The internut stocks are not yet real businesses. They are driven primarily by revenue growth since they have no EPS. CPQ has revenue growth but they do not have the EPS growth. Hence, their stock is in the pits. DELL can get EPS growth in many ways besides simple revenue growth. I am sure they will.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next