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


To: Fangorn who wrote (63471)9/3/1998 10:41:00 AM
From: The Phoenix  Read Replies (2) | Respond to of 176387
 
Wes,

No, it was much more than that. He said that he felt DELL was overvalued since it was priced at 50 times revenues well beyond what he believed can be sustained in the PC market given growth rates in that sector. He said that DELL, to be a good play needs a 30% - 40% shave. I too have mentioned that although I think DELL is a great stock/company, that they IMO are overpriced.

OG