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: Mohan Marette who wrote (80169)	11/15/1998 4:49:00 AM
From: Moominoid	Read Replies (1) \| Respond to of 176387

David while at it can you please also do an analysis of the P/E (both trailing and forward) of Coke and compare it to Dell's P/E based on any of the consensus estimates and explain the implications if you don't mind.Thanks in advance. Coke is of course also extremely overvalued by conventional criteria. One thing in its favor by those (CAPM) criteria is its beta is estimated at only 0.97 against DELL's 1.8. If they had the same beta or we don't think beta is important then obviously DELL is miles better. Even taking beta into account if DELL continues to grow at good pace in the next ten years or so (but lower than recent pace) it is much nearer fair value than Coke. David