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: WBC who wrote (44484)	5/22/1998 6:15:00 PM
From: wmf	Read Replies (1) \| Respond to of 176387

Well, those old dusty rusty standards and those old boring companies might not be that unattractive. Comparing two companies with currently the same market cap, namely GM and DELL, I rather bet my money on the 700000 employees at GM and not on the 16000 strong crew at Dell. At GM you get a P/E of 8, plenty of cash and the whole automotive business basically for free. And what opportunities to cut cost and spin out sections of the companies. (Which worked so nicely with Ford !!) At Dell you have a book value of $2, zillions of outstanding options, a market turning cut-throat commodity. Also who would BUY A COMPANY WHOSE CEO JUST APPEARED ON THE COVER OF FORTUNE MAGAZINE ? That never is a good sign. So all the best of luck to the religious Dell believers on this board !!!