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

To: freeus who wrote (19798)	10/30/1997 12:15:00 AM
From: Sig	Respond to of 176387

Freeus: Take a peak at this one and type in Dell, might sleep better.(I do not guarantee the accuracy) isld.com Sig

To: freeus who wrote (19798)	10/30/1997 12:29:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Freeus, I'll say it again. NO ONE, NOBODY, knows how to properly value a growth stock! All of the financial modeling tools are inadequate. DCF, PEG, YPEG, PSR, etc. etc. -- none of them work because there are simply too many unknowns. The market ultimately establishes the value. Dell is a good quality company with excellent management, well positioned in a growth industry, and rapidly gaining market share. So unless you are in danger of getting margin calls I suggest that you forget about tomorrow and focus on the long term. I will gurantee you this -- the McNabb brothers have no better handle of the value of the stock than Kemble or any other bull on this thread. I have a maxim that I follow with close to religious fervor: if the underlying long-term fundamentals of the company remain intact there is no reason for me to sell it. The marketplace is extremely skitterish right now, but the economy remains strong. I urge you to maintain a dispassionate point of view and carefully evaluate your fears. Are your fears based on the opinions of others or on your own analysis? In the words of FDR, "The only thing we have to fear is fear irself." Regards, Paul