Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lucretius who wrote (41961)	5/14/1998 3:12:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Lucretius, you keep saying you have gone through the fundimental (sic) analysis, but we've yet to hear anything of substance from you! Here are some numbers to mull over based on Dell's most recent10-K: Return on Assets = 31.5% Return on Investment = 34.4% Return on Equity = 87.9% Asset turnover 4.1x Days in inventory = 8.7 days Precisely what "fundimentals" are you looking at? TTFN, CTC

To: Lucretius who wrote (41961)	5/14/1998 11:24:00 AM
From: Geoff Nunn	Read Replies (1) \| Respond to of 176387

LT, you lost much of your credibility on this thread, sad to say, when you admitted to being a goldbug. The main property of gold is its utter lack of investment payback. The holder receives neither dividends, interest, rents or profits. If you own gold, you are excluded from the fruits of the productive, expanding economy. Gold is a sterile asset (in the sense of being unproductive) and as an investment is suited only for the inventories of industrial users. The usual argument is that gold keeps pace with inflation. To many, this argument looks ridiculous considering that the current price is merely one half what it was 2 decades ago. Even if we grant that gold long term is an inflation hedge, it's still a poor investment. Under this most favorable scenario for gold, the best that will happen is that you keep pace with inflation. In other words your wealth doesn't grow, it merely doesn't erode due to inflation. For anyone whose outlook is long term, gold is a self-defeating choice.