SI
SI
discoversearch

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 133.78-0.1%Nov 14 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Patrick E.McDaniel who wrote (131242)6/5/1999 12:14:00 PM
From: mugicha  Read Replies (1) of 176387
 
Dell is growing at 45% a year while Intc is growing at 20% a year. So what is the point? Is Mohan suggesting that Intc and Dell both should have a similar forward PE ratio? Maybe I am missing something here, but this appears to be a naive comparrison. Regardless, I'm buying both stocks at todays prices. Both Intc and Dell present good value, but IMO Dell is a more compelling buy at 34 than Intc at 53. A year from now Dell will be above 70 while Intc will climb to about $85. If anyone disagrees, let's check back in a year and compare notes.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News