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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Mani1 who wrote (75981)10/19/1999 12:43:00 PM
From: Charles R  Respond to of 1575424
 
Mani,

<I find it a bit amusing that its evaluation has held like it has. IMO DELL is at most worth the trailing PE of 35. >

The PE surprises me too but then again there are hundreds of other companies in the same boat. Dell is a great company with overly rich stock price - not an uncommon phenomenon in this market. Look at INTC's growth rates and PE ;-)

I have sold some star performers in my portfolio and retrospectively it is astonishing how far some of them went up after I sold. Never regretted it though. I don't feel comfortable playing the "greater fool" game.

Chuck