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

To: Boplicity who wrote (51175)	7/14/1998 10:45:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 176387

As high as IBM (at minimum) due to the overwhelming success of DELL's model in the past, present and future. As DELL moves further into enterprise products, IBM becomes more and more threatened. The question really is, "Is IBM's market cap too high?" As for CSCO, I wouldn't make a comparison. We'd be talking about fruits and vegetables, not just different varieties of fruit. I would think a mature DELL would trade in the order of CSCO. LoD

To: Boplicity who wrote (51175)	7/14/1998 11:38:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

re Market Cap Greg, I don't know from market cap or valuations. Ask The Cat or Geoff. If AMZN is worth $90 per share on negative earnings, and CPQ is worth $32 on zero earnings, how can DELL's price be out of line? The simplistic answer is "DELL should have the market cap assigned by the market." More seriously, I understand your concern... however, I'll pass the buck and ask in return: "Should market capitalization determine the value of a stock?" and if so, "Why?" and further, "Show me a model for determining a fair stock price / valuation based on market cap." (with credit to CTC) Regards, 3.