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: Alohal who wrote (147302)	11/12/1999 3:45:00 PM
From: Lymond	Respond to of 176387

Aloha Alohal, I saw that exchange. So? LT's obviously got an ax, and so have you; but I'd think that occasionally you might try to set aside your checkered history with each other to discuss the facts. Luc seems willing. How about you? I don't have an ax either way, so for now you might consider me a disinterested observer. I have to date contributed nothing here, in part because I've been put off by all the cheerleading clutter -- on this and so many other boards. Truth be told, I mostly lurk on SI nowadays. Should I apply to receive sanction from the thread's keepers? <sg> I hold no position in DELL, but as such an important bellweather, Dell is obviously too significant to ignore. What I see is a company with very strong cash flow, but one which also seems to be experiencing margin and revenue pressure. No one can deny Dell's success to date; it continues to crush its competition. But 56x 1/00 EPS and 41x estimated 1/01 earnings are not multiples I'm inclined to pay for a company who's growth seems to be decelerating. The market is clearly showing its reservations -- the stock's done nothing this year. (The price of gold is about flat with year-end too. <g>) So, to return to the original point, I am interested in opinions as to whether this recent slowdown is a headfake, or a secular decline in DELL's growth potential. Regards, John