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


To: TTOSBT who wrote (126832)5/19/1999 1:22:00 PM
From: stock bull  Read Replies (1) | Respond to of 176387
 
TTOSBT, re:<< So then would you say it's current price of 39+ is perceived by the markets to be the correct valuation commensurate to .16? I guess what I'm asking is how to correctly valuate Dell at it's current level ?>> IMO, you can compare Dell's valuation to other pc companies. However, you need to ensure that the other companies have about the same fundamentals as Dell...this is not easy to do, as Dell is still the best pc company around. The main thing that sets Dell apart from the others, excluding Gtw, is their direct sales model.

Here's some general data that I have at my finger tips:

Figures are pe for year 2000:

Dell 44

Computer Industry 28

Tech. Sector 30

Source: First Call Earnings Valuation Report, dated 5-18-99

Stock Bull

PS: You should also ask Chuzz the same question. He's on top of these type of issues.



To: TTOSBT who wrote (126832)5/19/1999 3:20:00 PM
From: Lutz Moeller  Read Replies (1) | Respond to of 176387
 
Hallo thread,

I thought the current price dip down to 40 $ might be a good start to buy some shares, and that's what I did. I think to hold those for quite some time.

Lutz