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


To: jimleon who wrote (51518)7/15/1998 5:39:00 PM
From: Chuzzlewit  Read Replies (6) | Respond to of 176387
 
Hi Jim,

The TA guys are a blast! Whenever a stock starts to move they disappear like the the Invisible Man taking off his bandages. You might not believe this, but Dell wasn't my best performer today. Out of a dozen or so stocks I own, Dell came out in the middle of the pack on a percentage-wise basis. A Dell of a day!

What do you think of my idea about using normalized PEGs to measure relative valuation? You take the PEG and divide by the PEG for the S&P 500. The idea is that you can eliminate the need for specifying a risk-adjusted discount rate since it cancels out.

Are you still into the internet portal stocks? If so, take a look at Geoff Nunn's excellent post on the subject from an economic perspective:

exchange2000.com

TTFN,
CTC