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Politics : Ask Michael Burke
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To: jim kelley who wrote (70773)11/19/1999 3:39:00 PM
From: pater tenebrarum  Read Replies (1) of 132070
 
Jim, since the growth rate has slowed to a projected 40%, the current trailing p/e however is 67, people are overpaying somewhat for the stock imo. i do not deny however that Dell is clearly the leader among the box makers in terms of profitability, growth rates or whatever measure one likes to look at. this is quite a feat in view of the fact that PC's have more or less become a commodity.
the question is whether the recent slowdown in growth rates is meaningful or not. i'd say it probably is. Dell may simply be running into the law of large numbers by virtue of having grown into an industry giant. it is therefore probably not reasonable to expect the stock to return to it's rate of appreciation seen in the past few years. unless certain outlandish theories regarding equity risk premiums turn out to be correct...<ggg>

just imo.

regards,

hb
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