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

To: Techie who wrote (46843)	6/9/1998 11:12:00 AM
From: SecularBull	Respond to of 176387

GTW might do well, too. But CPQ and MUEI will not outstrip DELL on fundamentals or stock price performance. Why do you think DELL is overvalued? What do you base that on, other than a hunch? LoD

To: Techie who wrote (46843)	6/9/1998 11:16:00 AM
From: D.J.Smyth	Respond to of 176387

<<There is no doubt one can have much better returns in CPQ, GTW, MUEI from now till year end then in DELL. I think everyone on the sell side agrees on this point.>> you mean you would rather purchase a model T and fix it up than purchase a new firebird? model Ts can be fixed up to look like a firebird, but it takes much time, raw material, cost, and cost efficiency improvement to get a model T to a new Firebird's horsepower efficiency. Certainly a firebird can degrade in use, but it can also be "fixxed" to go yet faster.

To: Techie who wrote (46843)	6/9/1998 12:15:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Perhaps you should amend your statement to "Techie has no doubt ...". As for me, I still harbor significant doubts about CPQ and MUEI. Answer me this if you would. You say Dell is a fine company but it is overpriced. Presumably you have a pricing model that projects the proper price. Would you be so kind as to share the details of that model with us. A decent pricing model should include projected future cash flows and a risk adjusted discount rate based on the risk-free rates of return and the standard deviation of those forecasted rates. TTFN, CTC