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

To: Perry Ganz who wrote (31511)2/28/1998 9:30:00 PM
From: Patrick E.McDaniel  Respond to of 176387
 
Perry, I think you and I are the only ones on this thread thinking no taxation on internet sales is a boom to Dell.

The timing of the decision was right in line with a big move in the stock. I have the feeling some big players moved in on the news.

Pat



To: Perry Ganz who wrote (31511)3/1/1998 9:44:00 AM
From: John Goode  Read Replies (1) | Respond to of 176387
 
Perry....I guess you could put Dell in the category with Amazon, etc., but that's another group that's ridiculously overvalued in my opinion. Read Barron's this week for the case on Amazon's overvaluation.

My main point is that Dell is a commodity producer. It is growing, and will continue to grow, but I personally don't believe commodity producers deserve a PE equal to their growth rate. IMHO, Dell is fully valued in the $100 - $110 range.


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