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: stockman_scott who wrote (124519)	5/13/1999 5:38:00 PM
From: Chuzzlewit	Respond to of 176387

Chuzz: Don't you think that DELL is ATLEAST a "quasi-internet company"..? Yes, I thought I already said so. I would also contend that DELL is SIGNIFICANTLY undervalued compared to the Amazons and the Yahoo's of the world. Actually, I think that Dell is more or less properly valued. Companies like AMZN are bubbles -- there doesn't seem to be any thought at all about valuation on these stocks. Do you have any thoughts about why DELL has not moved much recently (in light of all the good news that we have been bombarded with)..? Sure, look at the Ask Michael Burke thread to get a feeling for the uncertainty regarding growth of units sales and ASPs. Many analysts also feel that Y2K lockdowns may occur in the second half of this year. I think both fears are grossly overblown. TTFN, CTC