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

To: Greg Jung who wrote (44259)	5/22/1998 1:47:00 AM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Well, finally a bear who understands the fundamentals! I congratulate you on that. Most of the bears we get here arrive at some of the oddest interpretations of the financials imaginable! So, to get to the meat of your argument, Dell has a forward P/E of around 45, and it has a projected growth rate of around 40 yielding a forward PEG of roughly 1.1. Compare that PEG to the S&P500 (around 3 I believe) and Dell looks like an absolute bargain! I can understand your hesitancy to put a value on Dell -- I've long contended that it is impossible to do so. Where is your comfort level with the stock? I'm not asking for an analysis or a justification -- just your gut feel. TTFN, CTC