SI
SI
discoversearch

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


To: Earlie who wrote (60847)5/27/1999 10:38:00 AM
From: BGR  Read Replies (1) | Respond to of 132070
 
Earlie,

My point was that the nominal PB ratio for DELL is an underestimate of the real PB ratio, because of the unique business model that DELL sports. I am also relieved that DELL is not getting a larger share of the negative margin action at the low end!

Thank you for the financial advice. One point, insider sells are often triggered by ESOP expiration, I hope that you have eliminated that possibility.

-BGR.