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

To: Chuzzlewit who wrote (94856)	2/4/1999 4:41:00 PM
From: BGR	Respond to of 176387

CTC, I disagree. If a company is properly valued, there is no doubt that it should grow at it's earnings growth rate. But using CNPEG2, I find (caculations and rationale posted earlier) DELL to be undervalued by a factor of 3 (0.35 vs. 1 for the S&P). This is independent of short-term fluctuations based on momentum investing. So I do not think that a buy-and-hold investor should be concerned at all about DELL's price at this point. -Apratim.

To: Chuzzlewit who wrote (94856)	2/4/1999 4:45:00 PM
From: David Harker	Read Replies (1) \| Respond to of 176387

I agree. Dell is a very fast-growing company, but the stock is growing more quickly than the company. If the company grows at 45% / year, it would sense for the stock to grow at that rate as well. However, I sold Dell once in my past - in 1993!! The $1625 I invested would now be $327,600 - a 201.6x gain! If I'd put in $10k and held, I'd have over $2 million. I bought back in again a year ago (at $31.xx, split-adjusted). So, I agree - do we sell, or hang in there? I know what the thread will say - so I'll probably hold!! :-)

To: Chuzzlewit who wrote (94856)	2/4/1999 4:46:00 PM
From: stock bull	Read Replies (2) \| Respond to of 176387

Chuzzlewit, thanks for your message. By any measure that I know, I too believe that Dell has gotten ahead of itself. With respect to Dell's growth, you are right. The stock can't continue to grow forever at it's historical rate. So I guess the question is...should one take profits now and reinvest in Dell once the stock has corrected? What's you feelings about selling at this time??? (I realize that buying and selling are a very individual decisions. Just interested in your viewpoint.) Thanks, Stock Bull