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: SuperSonics who wrote (22873)	11/24/1997 5:00:00 PM
From: TFF	Respond to of 176387

IMHO the market is concerned Dell is just gaining market share but that the market is not growing that much as a whole.

To: SuperSonics who wrote (22873)	11/24/1997 5:00:00 PM
From: James Choi	Respond to of 176387

<<Maths student will quickly point out that Dell should be around $160 - growth 70%, p/e 70. If this is the way you calculate stock prices.>> Agree. This may explain why math majors, all the way to Ph.D., are so notoriously poor if they just do their math. Jame Choi

To: SuperSonics who wrote (22873)	11/24/1997 5:07:00 PM
From: Ted Jackson	Read Replies (1) \| Respond to of 176387

I would advise that math student to stick with math, and avoid the financial markets. Dell will not see $160 (split adjusted, of course) for quite some time. This not because it's a bad company...it is a great company. Many argue that Dell is over-priced at current levels, and IMO it could shed a few more points and would have to in order for met to go long. Ted

To: SuperSonics who wrote (22873)	11/24/1997 5:16:00 PM
From: Michael Wayne	Respond to of 176387

I'll buy the Dec 160 puts at a double premium if it goes there.