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

To: Mac S. Giballa who wrote (44817)5/26/1998 3:30:00 PM
From: dav  Read Replies (4) | Respond to of 176387
 
I said two weeks ago when DELL was at 96 that it would be in low 80s in a week. Here it is..

:)

DAV



To: Mac S. Giballa who wrote (44817)5/26/1998 3:45:00 PM
From: WBC  Read Replies (1) | Respond to of 176387
 
On what do you base your P/E of 24 ?



To: Mac S. Giballa who wrote (44817)5/26/1998 3:45:00 PM
From: SecularBull  Respond to of 176387
 
scott h., why should DELL trade only at a p/e of 24? Does p/e really matter? What about cash-flow? What about ROIC? The real value of my long position in DELL is not fantasy. My booked gains on options trades are not fantasy.

LoD



To: Mac S. Giballa who wrote (44817)5/27/1998 9:03:00 AM
From: Walt Corey  Respond to of 176387
 
re: 1999 eps $2.40 X imputed value PE of 24 = $57.60.
That is shear lunacy. If Dell ever dropped to that point I'd not only sell my house to buy Dell, I'd sell my neighbor's too. I'd go with atleast a P/E of 40 which would make it $96. A multiple of 40 for a hightech stock is actually small I think.
Walt


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