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


To: hdl who wrote (156779)5/5/2000 12:50:00 PM
From: Fangorn  Read Replies (2) | Respond to of 176387
 
hdl,
re >Valuations and logic (sic) are crazy. That is what Fleck and I focus on.<

You and Fleck are wearing blinders when it comes to Dell. Some PEGs for comparison, all taken from Yahoo which is using December and January numbers.

S&P 500...2.32
PG........2.66
WMT.......2.76
MSFT......2.01
MRK.......1.75
F.........1.44
BA........4.33
DELL......1.65

Using Dell's current PE (77.46) and earnings growth of 33% we still get a PEG of only 2.35, roughly equal to the S&P 500.



To: hdl who wrote (156779)5/5/2000 4:23:00 PM
From: Calvin  Respond to of 176387
 
hdl,

Thought that you might have forgotten to post this:

Dell + 2 5/8

Calvin