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: Tony Viola who wrote (158550)	7/14/2000 12:01:57 PM
From: GVTucker	Read Replies (2) \| Respond to of 176387

Depends on how well you think DELL is actually doing. For all of 1998 DELL stock continually discounted earnings that were better than published estimates. That didn't matter because Dell the company was performing better than anyone could have imagined. If you look at the average analyst estimate at the beginning of '98 vs the actual earnings reported, I think that DELL just about doubled the estimated number. If DELL managed to perform like that again, the stock could be thought of as cheap. IMO, that is a low probability event. If you think that DELL will report about where the average analysts' estimate is, 92¢ for this year, yes, DELL is expensive.