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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: BGR who wrote (59699)5/19/1999 10:46:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
BGR, I never take bets where it costs more to mail the winnings than the winnings are worth. <g> Y2K will start hitting Dell this summer, then they are dead meat.



To: BGR who wrote (59699)5/19/1999 12:00:00 PM
From: moonsparks  Read Replies (2) | Respond to of 132070
 
TBH, I do think that at the present growth rate DELL was slightly overpriced at 44 and is properly valued now in the high 30's. I am assuming that the broad-based S&P500 index is properly valued (Note: I am not going to debate that :-)) and I am deriving valuation measures based off that.

Valuation? I thought you "left valuation to the market." All of a sudden PE's matter again?