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Strategies & Market Trends
DELL COMPUTER--INCREDIBLY OVERVALUED STOCK
An SI Board Since August 1997
Posts SubjectMarks Bans Symbol
96 0 0 DELL
Emcee:  Candle stick Type:  Unmoderated
Introduction Market Data Compact
There is no doubt that DELL computer is a good company that produces a good product. However, stock valuation has reached ridiculous levels (current P/E of 50), and especially so for a company in a business where there are NO BARRIERS to entry. It is essentially a commodity type item, with an excellent distribution system. I have no doubts that DELL will be around for quite some time, but I dont belive it can maintain its current growth rate given the competion which is beating down its door. I would like to hear some intelligent discussion as to why DELL can maintain its market lead, given that every other computer maker is trying to copy DELL'S model and breathing down thier necks. Price competition is fierce and margins must come down sooner than later. I believe that the company is at least 50% overvalued from a traditional point of view, and all normal types of valuation methods......all ideas and thoughts welcome...;^)
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96 With all due respect, folks... aren't there some better choices to short? BayTay-8/26/1998
95 BANY,,,is tied in with DELL..,.guy's and gal's..you really need to takeJay Letterman-7/30/1998
94 Steve, I'm sure I'm preaching to the choir here, but I just thought I&Jonathan Quick-3/29/1998
93 Kristin, It will change, and when it does, noone will know what hit them. AdobeStephen M. DeMoss-3/26/1998
92 I have to agree with you on the valuation but the market doesn't seem to caKristin mikel seeds-3/26/1998
91 Pardon me , this message has nothing to do with DELL I am seeking your feedbacTheresa Ger-3/21/1998
90 Theresa, You might want to ask questions on the main Dell thread. This particmonu-3/19/1998
89 Im interested in DELL base on positoning the PUT options. It seems they have mTheresa Ger-3/19/1998
88 Paul , Re. a market correction .. I believe what we will see in the next few weBrian Hutcheson-10/26/1997
87 Thanks. I covered my short at 93 1/8 for a cool $9K. Am long now to ride back tPaul Merriwether-10/17/1997
86 Actually with the 1000 dollar PC, it is a GREAT short. From the suppliers to tEpics-10/17/1997
85 I feel a stock market correction is due(with A. Greenspan's remarks, probabPaul Merriwether-10/13/1997
84 Although I agree this stock is high, PE's in the high tech industry are basgary catalano-10/6/1997
83 Mark, After reading Barron's this week, it may still have a little breath Rosemary-9/21/1997
82 Death of a doomed thread! What do we put on the tombstone?mark rose-9/20/1997
81 Richard, No I didn't run him off, Dell's price did that. Its very haRosemary-9/4/1997
80 Rosemaey, Thanks for the info on Candlestick. techstocks.com What happened ttbuff-9/4/1997
79 Here is more news about IBM challenging DELL: news.comCandle stick-8/27/1997
78 I also noticed that Merril Lynch analyst Tom Kurlak has recently downgraded IntBill Morel-8/26/1997
77 Check this out. Now Wal-Mart is going to get into the business and try to carveCandle stick-8/25/1997
76 Candle, I never doubted your knowledge & experience. The only thing I somePaul van Wijk-8/25/1997
75 Paul, you seem to have a problem with my credibility for picking shorts. The foCandle stick-8/25/1997
74 Is this the 'Joke of the day'-thread??Paul van Wijk-8/23/1997
73 Face it Mike, you need to do your own homework and not blame others when you maCandle stick-8/21/1997
72 Your losing your a** on your trading-why don't you admit it? The stock jusMike Baker-8/21/1997
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