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

To: Lockeon who wrote (98925)	2/13/1999 9:09:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Lockeon, you are correct when you note that Dell's price share has increased many times over its eps growth rate, but there have been several additional factors which I should have included in that discussion which I didn't. Four years ago there was significant skepticism concerning Dell's staying power which has resulted in a reduction over the years of the risk premium. Secondly, long-term interest rates have fallen. Finally, overall market valuations have increased substantially, which is why I have begun to rely more and more on relative valuation methods like CNPEG. But there hasn't been that much change since the summer in either interest rates or general market valuations to support the kind of rise we have seen for Dell. TTFN, CTC