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

To: Chuzzlewit who wrote (148092)	11/28/1999 2:21:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

CTC, It would be good to have a valuation thread on SI. Such a thread could value company stock by different methods and compare the valuations with their current market prices. Sounds like a lot of work but there may be others who could share the burden. That would be a good use of the Web! JK

To: Chuzzlewit who wrote (148092)	11/28/1999 6:20:00 PM
From: musea	Read Replies (1) \| Respond to of 176387

Chuzzlewit, You wrote: What I found interesting is that when I published my free cash flow valuation of Dell on that thread there wasn't a single substantive post critical of the analysis. Did you expect a well-thought-out critique? I recall that battle. I believe I regarded it as high comedy at the time. Analysis seems to have been shortened to a four-letter word by that crowd. The scary thing to me about Dell is not whether Dell will grow and be incredibly successful. It's whether the stock market at large will decide that all valuations are out of line. I have no doubt that Dell will be successful, for many reasons. -musea