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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.6%

Nov 7 3:59 PM EST

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To: jim kelley who wrote (159300)	8/9/2000 12:56:08 PM
From: GVTucker	Read Replies (2) of 176387

jim, RE: The argument you are making for PE compression applies even more strongly to CSCO and SUNW than it does to DELL. So while these companies all exhibit earning growth rates in the same ball park, DELL is clearly the better value from a PE standpoint. jim, DELL isn't in SUNW or CSCO's league when it comes to earnings growth rates. Last quarter, DELL had year over year earnings growth of less than 19%. The previous quarter earnings growth was less than 7%. The previous quarter earnings didn't grow at all--they declined. You have to go all the way back to the 2Q of fiscal 2000 to find earnings growth in that league. And even if DELL reports a blow out quarter of 24¢ tommorow, it still is 26% earnings growth. CSCO's growth was more than double that number. edit: DELL fiscal Q3 was the quarter with the 7¢ extraordinary write off, so earnings from operations didn't actually decline, as I said above. Still earnings growth even if you discount the write off was 28%, still way under the earnings growth for CSCO or SUNW.

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