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

To: Chuzzlewit who wrote (63752)	9/5/1998 2:07:00 PM
From: Sonki	Respond to of 176387

as for peg for dell vs. the market, it's mostly true that dell or most any company would have less peg then the marekt. but u take company specific risk. if u r buy and holder and don't like to sell then buying the marekt is very safe over a long period of time. every great company will have a bad year or two, i.e. IBM many bad years. after a year or two of decline you will not want to sell your stock as u have lost lot of mony. (take intc now). but after hanging on to your dog for 6 yrs. many sold IBM at it's low 40 (20 split). THIS IS a STOCK SPECIFIC RISK that is why Market trades at such high PEG cuz it has the safety net. following shows market investment vs. ibm, dell, intc where ibm shows us 30yrs of history it breaks even with the market. depending on where you enter in the stock u could be seeing many years of underperformence while the market goes up 100%. A well tought out commitment must be made to the company you own while the company is at it's best. not when it's at it's worst. quote.yahoo.com with all that said, and thinking out loud, i m pretty well commited to my long positions in dell i m not a happy camper in intel but i m well commited to intel. Even w. all the bad press in msft well commited to msft. Csco is the "best internet" stock, yes well commited to csco. But commitment only counts when u r willing to buy more when your stock is dumping (bot more csco in spring of 97 for the sprint of 98). did not buy more intel at 62. which shows lack of commitment to intc. remember when dell was 60 (30) something last oct?? people wanted to short the stock. so just as people want to long now they will all be shorting when/if dell trades down to 78 in next few weeks. (dell = 78 wouuld be equal to last year of 60 from 100.) when dell was 60(30) M. Dell was on every channel explaining to investors that down turn in Asia was benefical to Dell. For the record dell PE (historical pe) was 35 at the time, down from 50 pe. and the stock had dipped nearly 40% from the top. why am i saying this now? Cuz we (those who are long) should make commitment NOW to hold the stock for ever. not when you are forced to hold it at a later date cuz stock is so low. *i would like to thank Gary for raising valid issues to this thread and thank u sharing your thoughts. I appriciate the efforts.*

To: Chuzzlewit who wrote (63752)	9/7/1998 8:28:00 PM
From: JPR	Respond to of 176387

CN: CNPEG stands for "Chuzzlewit's Normalized PEG". A CNPEG of less than 1.00 indicates relative undervaluation. Thanks for adding to my knowledge base with regards to Stock's PEG vs S&P 500 PEG - the Chuzzlewit's Normalized PEG. I have heard others compare a stock's growth to its own PE and a term GPE is used for it. What you have done is to take a STOCK's PEG and compared it to a S&P500's PEG. Ant the ratio is what you called CNPEG. Very neat. And you know now where to put your money depending on this ratio. JPR JPR