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: Frank Ellis Morris who wrote (49699)	7/2/1998 5:13:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Frank, if I could explain madness in the market I would be a very, very, wealthy man. The best that I can figure out is that companies like Yahoo garner their revenues from advertising, so their valuations should look something like magazines. As the hits to their home page grows I would expect advertising revenues to follow. We are obviously dealing with a company that is rapidly growing its user base, and I suppose that the expectation is that revenues will follow. I find this interesting in comparison to say BKS (which I own). Barnes and Noble is a well-established company, rapidly growing its stores (along with its earnings), does a lot of web commerce, and yet the price of the stock is much more reasonable (although it was up over $5 today). I wouldn't be overly concerned with Dell's performance. I think it is on a roll. I expect it to perform in accordance with its growth. Which is to say I expect it to appreciate at about 50% per annum over the next couple of years. TTFN, CTC