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

To: D. Swiss who wrote (81460)	11/20/1998 7:25:00 AM
From: JRI	Read Replies (3) \| Respond to of 176387

Drew- Chuz has raised this point frequently on the thread...and with good reason... Relative to most stocks in its group, and almost all of the S&P 500...Dell is still undervalued! One of the problems is.....as simple as it sounds...that many investors (including Wall Street) do not feel comfortable with stocks with high PEs....regardless, if the company has a slow, medium, or fast growth rate....so, in other words, yes....many do think a company with a 24PE..but that grows earnings at 7% a year is a better deal than a company that has a PE of 65, but grew at 50-65% as well.... I'm not saying its logical (in fact, just the opposite), but it is a reality of current day investing... Outfits like CNBC (frequently) just add fuel on the fire here.. IBM is a great example of a "24/7"...(uh oh, I'm going to get flamed by John Koligman <g>) Hence, the existence of CNPEG....Chuz's valuation measure tool that is taking the financial world by storm....Perhaps if Rubin ever leaves, the red phone will be dialing Seattle...

To: D. Swiss who wrote (81460)	11/20/1998 8:52:00 AM
From: Mohan Marette	Respond to of 176387

DELL's perennial undervaluation. Good morning Drew: Well what do you know,no wonder I keep telling myself DELL is perennially undervalued compared to others in the industry. Well only the other day I was telling 'stock bull' that if I had anything to do with the P/E DELL would have had P/E of 100 at least. Thanks for the information.