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

To: hdl who wrote (149475)12/18/1999 12:04:00 AM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
hdl,

Mentions Dell as being bought for free as Dell.com is valued at market cap of Dell. This can't be. If it was, it would just mean Dell.com was insanely valued.

That's the point. many of the .com companies are insanely valued. For an example, look at the valuation of NETA (which owns a large stake in MCAF). Perhaps the biggest mystery is how anybody could rationally accept the valuations of companies like AMZN or YHOO. But if suspend reason and you apply those valuations to Dell.com you see what Forbes is talking about.

Happy Holidays,

CTC



To: hdl who wrote (149475)12/18/1999 12:09:00 AM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
took your advice
Did I read this right? You shorted QQQ? Now, just before the greatest Y2K relief rally of the millenium? You must have money to burn!
TP



To: hdl who wrote (149475)12/18/1999 7:55:00 PM
From: jim kelley  Respond to of 176387
 
Well, it is useful for trading and for hedging. Don't try to short DELL now. It may break through 46 at anytime. SUNW should be a good short if you play at the money puts 1 or two months out for a quick hit.

What are you doing about the fat?

:)


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