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

To: jef saunders who wrote (40335)	5/5/1998 8:25:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Jef, Ok, thanks for the picture. My problem (well, one at least) is that, as I said, people will claim DELL has a p/e of 30ish and 50ish on the same day, without specifying which they're talking about. As you are evidently relatively new to DELL (welcome, by the way), you may have missed the somewhat lengthy discussions we have had about proper valuation of a high earnings and revenue growth stock. We are fairly well in agreement that the standard historical p/e metric is grossly inadequate. Many people have lost a lot of money making short bets on DELL based solely on p/e. The PEG, that is the ratio of p/e to growth seems to be a more appropriate metric. Other things being equal, as long as the growth is greater than the p/e, a company is a reasonable candidate for investing. I agree that we are likely to get to 100 or thereabouts short-term; beyond that, I'm not guessing. regards, 3