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: Lee who wrote (56565)	8/6/1998 10:39:00 AM
From: vip	Respond to of 176387

Lee: << But it's much too high no matter what the earnings report is.>> The above statement did not come from me! It came from David Stern !! I guess you addressed to the wrong person!! GO DELL GO!!

To: Lee who wrote (56565)	8/6/1998 10:44:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<ot>'morning Lee: say did you have a chance to digest the data from the Beige Book report??? I thought it was interesting to note that since the report the inflation worry seems to have somewhat subsided in Fed quarters.

To: Lee who wrote (56565)	8/6/1998 11:07:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Lee, there are really only three issues that affect a stock's 'intrinsic' value. These are: 1. the stream of cash flows; 2. the long term risk-free interest rate; and 3. the risk premium associated with the stream of cash flows. Only the risk free interest rate can be objectively measured. So when dealing with with valuation issues anyone claiming stocks to be over or under valued in essence is claiming that he has a different assessment of either the stream of cash flows or the riskiness of those cash flows. So it is arrant nonsense to claim that the value of a stock is too high regardless of the earnings report. Does this count as my first Cat Call? TTFN, CTC