" Dell is going to have a difficult time maintaining its lofty price without perpetual growth"
Wow, that's brilliant, did they teach you that at Oxford?
NOW, BEFORE you get all upset....either one of two things are true: (1) You DID NOT go to Oxford, and, that makes you a liar, so you deserve what you get or (2) You DID go to Oxford...and, in that case, you should be able to take a little ribbing from the rest of us mere mortals...I mean, how many people can say they went to Oxford? That's pretty neat!
Look, OF COURSE, Dell must continue with perpetual growth to maintain a lofty price.....we ALL know Dell can not grow at 35, 40, 45% forever....but it can, over the next 3-5 years, have a very good chance of acheiving these growth rates....and if the 30 year bond cooperates (and the recent rise above 6% is only temporary)...and we are still in relatively tame inflation environment for the next few years.......Dell's stock price can appreciate 30-50% for at least the next 3 years, and maybe much longer..That makes it a very good investment, indeed...
You should go back and read a few of the posts from Wednesday...or go to Dell's Web site and listen to the conference call......they (analysts & MD) quite succinctly laid out how Dell is planning on doing this. And the plan makes a lot of sense..
However, I noticed you haven't been posting much (in the last few days..) Something got you down, hmm? |
