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

To: Reginald Middleton who wrote (47987)	6/17/1998 1:44:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Reginald,..Re:<<market value analysis>> Went to the site and tried to access 'computer' in the analysis section and got the message '/c/mydocuments/computer_comm.htm not found, actually 'netscape unable to find' - check name and try again. I am interested and surprised about 'book value per share showing the highest correlation to market value'. This could be explained by the fact that Dell has a negative cash conversion cycle so maybe they are left with plant and equipment which reflects actual value? I obviously have no idea but it is very interesting. Regards, Lee

To: Reginald Middleton who wrote (47987)	6/17/1998 2:08:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Hi Reginald, is this your new website? Here's my suggestion for searching for market correlations. It think that you need to build a multiple regression model based on the 30 year long bond yield, consensus long-term growth estimates, the standard deviation of consensus long-term growth rates and current free cash flow. Market valuation questions intrigue me, and if you want to set up a thread on SI to discuss this I would love to participate. TTFN, CTC