Silicon Investor (SI) -- The First Internet Community

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. -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (133031)	6/16/1999 11:33:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Re: what the market is looking at is that dell "was" a better investment...the forward vision at the moment is to ibm and hwp...not my words or thoughts, but the reality of today's market... edamo, this is misleading. The market still thinks Dell "is" a better investment than IBM or HWP... on the order of 2 to 1. Dell is still trading at a twice the premium of these two companies in terms of price to earnings and price to revenue. If your strictly speaking of the fact that Dell's stock price has declined over the last few months while IBM and HWP has gone up, then that's a different observation all together. Basically, what's happened is that the market now views Dell's prospects for growth to be only twice as good, not three times as good as IBM and HWP going forward. MEATHEAD