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

To: Uncertain Walker who wrote (35662)	3/26/1998 12:31:00 PM
From: SecularBull	Respond to of 176387

I can't agree with you. The basis of a company's value is its earnings and positive growth, thereof. 50 p/e is very rich for a company of DELL's size and potential growth. How big can DELL's marketcap be? I love the company, but we have to be realistic and responsible. I'm not advocating selling, don't get me wrong. I just think we may be fairly valued at present. I'd love to see it go up much more to increase the value of my position, but I also like the sustainable value aspect of my position as well. >>With the excellent numbers that DELL has, (such as the consistent high growth rate, free-cash-flow, ROE, the efficiency of the DELL model), DELL deserves a higher (backward) PE than 50. Take a look at PSFT, another great company, it's PE is over 110. <<