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

To: Lee Lichterman III who wrote (65525)	9/15/1998 9:11:00 AM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

<-OT> Microsoft beats GE in market cap!!!!! Most valuable company MSFT. If you think Dell is expensive get a load of this, BTW DELL's growth rates is much better than both of them.Also it is interesting to note that GE's sales is close to 100B while MSFT's is just under 15B.By the end of this fiscal year DELL should beat MSFT in sales,on top of that DELL's revenue growth is higher,EPS growth is higher,ROE is higher ROIC capital is higher and so on.It is all about premium,you got pay top dollar premium if you want performance. Fair value seems to be what investors are willing to pay for the company at any given time,I don't think it is based on some voodo charts,calculations,book value,trailing PE,TA etc,at least it appears that way. If anyone is going to wait around for traditional fair value to materialize to buy industry leaders well good luck. news.com