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

To: Chuzzlewit who wrote (51758)	7/16/1998 7:20:00 PM
From: Bill johnson1	Respond to of 176387

I was just calculating how much money I would have made if I did not sell my dell shares back in march. Lets just say that if I get back in soon, I will not leave. The PE has kept going up, as the stock is so valuable. I would be driving around a fleet of cadillacs and Lincolns if I was still holding dell today. I need to become a dellionaire like some of you. Bill

To: Chuzzlewit who wrote (51758)	7/16/1998 9:02:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Chuzz, ..Re:<<Normalized PEG>> I think that using a normalized PEG with respect to the S&P PEG is an excellent idea in order to get a fast fix on a company's prospects relative to a comparable group. I was going to say so sooner but wanted to think about the suggestion of using a more narrow measure such as the PEG of the NAZ or the NAZ 100. But after considering the population of each group, I think the S&P provides a better domain. If you only consider the NAZ, there are more than 6000 companies there, many with very low market cap and maybe small growth prospects. This would tend to distort the outcome. If you only consider the NAZ 100, I think again the outcome would be distorted, relative to the available selection, because of the technology weighting. But the S&P provides a broad domain of companies with similar market cap and varying growth prospects, so in order to get a big picture, I would prefer the S&P. Does this make sense to you? So, bottom line is I think you've come up with an excellent way to quickly determine where a company fits in with the subset of those with similar market cap and growth prospects. Regards, Lee