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

To: John Goode who wrote (31486)	2/28/1998 4:12:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

John, perhaps you would share with us the details of your valuation of Dell. For example, what is the effect of earnings growth expectations of 40-50% per annum? What is the effect of declining interest rates on this stock, and how do you capture those effects in your model? Thanks, Paul

To: John Goode who wrote (31486)	2/28/1998 4:31:00 PM
From: Phillip Crone	Respond to of 176387

John, thanks for your support. I get very humored to see so many people who hear from a short respond with a personal attack, like the shorts are offending them. Thank you for doing the research on the book values. I had heard that Dell was 3 % but had never compared that to their competitors. On a percentage basis Dell is about on average 500 percent over valued when comparing book value, and that is a conservative investment. You are right about the momentum investors. I just hate to hear people start talking about being disappointed with under 100% returns per year. I am sure most of the new investors over the past few years have never experienced a margin call in their life. On one hand I would have loved to have made about 20 million on this stock over the past few years but because I trade on fundamentals I just couldn't pull the trigger. On the same note I will bet the farm that all of the shareholders of Dell who have found the "new" paper money will not have an exit strategy and will turn to "hoping" and truly believing that it is going to recover someday. Congrats to all of those people who have amassed such huge paper profits over the past few years, you have done quite well, let's all get back together in about 20 years and see how the averages have worked out. Thanks and good luck trading.

To: John Goode who wrote (31486)	2/28/1998 9:26:00 PM
From: Perry Ganz	Read Replies (2) \| Respond to of 176387

Try this for reason, Maybe your comparing DELL to the wrong sector try comparing it to Amazon.com, Yahoo, Mindspring & AOL or any other companies that sell there wares on the net. I do believe on this list DELL would be under valued. $4,000,000 per day net sales ain't chopped liver! Maybe some of that $10 per share, last 2 days, had something to do with Clinton's speach. This man, Michael Dell, is doing something different/better, the market will set the value on this forward looking buissnessman. My money is on Michael Dell. {LOL} Perry

To: John Goode who wrote (31486)	2/28/1998 10:28:00 PM
From: Joseph Francis Torti	Read Replies (1) \| Respond to of 176387

John, Your note was an eye opener I alway said you have to be dumb or do not understand the underlying fundamental to make money in the stock market. I guess it better to be stupid then smart when it comes to investing in stocks. I like you buy stocks on fundamentals and Dell is trading out of it's historic fundamentals and your note says it all, but clearly I am getting burned not being in Dell. My brother who couldn't read a income statement or balance sheet or know what a e.p.s. or a p.e or price to sale ratio if you explained it to him but he is making $60,000 buying dell even when it still going up he will sell it and if it still going up he buy it back like maybe five minutes after he sold it and the sucker keeps going up I agree when the split comes reality will set in and the dumb investors who are playing the momentum will get burned twice with the split. My only hope is to play the post split shorting game. Tired of being too smart with no money to show for it. Joe