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


To: Jeff Mills who wrote (31339)2/27/1998 3:33:00 PM
From: Joe Sabatini  Read Replies (7) | Respond to of 176387
 
>>DELL is now worth more than SUNW, WDC, NKE, SEG, and AMAT COMBINED!

It's almost a crime. How long can this box-maker continue to grow at previous rates? They make almost no money. Where's the value now? If you think Dell can continue to grow at 50+ percent a year and justify it's current valuation, you are kidding yourself.

Joe S.



To: Jeff Mills who wrote (31339)2/28/1998 1:13:00 AM
From: Satellite Mike  Respond to of 176387
 
Just joking about pay-offs, Jeff. I'm sure Michael Dell
would love to sell his shares now if he could. The only
problem is, he can't (without revealing it to the market,
which would dump on HUGE volume). The market, always fair
in the end, will soon give DELL a fair valuation (relative
to its far more profitable competitors). If you get a
chance, look at the balance sheets of Compaq, IBM, and
Hewlett-Packard. They are all making tons more money than
DELL, even though DELL's Market Cap is a dizzying heights.
It's kinda like Agassi making the same amount as Sampras
(14 M.) even though Agassi was ranked 142nd this year!

MV BABER
10X Michigan TableTennis Champion