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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: jttmab who wrote (135180)	6/30/1999 8:59:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

this is true James. if MD stated he was not going to sell this qtr. due to the "undervalued" share price (as he has stated publically, i.e., Dell is trading at a 40% discount to the S&P- peg), then sold in the $40s next month, then the obvious conclusion would be that Dell is properly valued in the $40s, and so on; technically Dell isn't properly valued relative to potential until it gets into the $70s (if you add up all the individual parts relative to comparable industry bedfellows - the sum of the parts are, in this case, more than the whole), assuming $26 to $28 billion in revenue over the next 12 (and continued consistent earnings). besides, Dell the company, has a share buyback program designed to pickup these excess shares traded by Dell employees as option conversions, etc.