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


To: Reginald Middleton who wrote (75237)10/28/1998 7:45:00 PM
From: Bob Davis  Respond to of 176387
 
Reginald,

Actually, I had looked at the RCM Financial site some time ago. It was recommended to me by one of my readers who recognized that I routinely apply the same approach to the stocks that I analyze, in that I "deconstruct" their financials to derive a more reasonable earnings stream.

I agree that I did not do so in my assessments of "The Pillars of NASDAQ". However, it would take a 120% "increase" in DELL's reported earnings to completely eliminate its intrinsic "overvaluation". Have they "buried" that much? I don't know since I have not taken their financials apart.

Although I have not really read the RCM site, I suspect that I will have few points to debate about our respective approaches.

Bob Davis
The Napeague Letter
napeague.com