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Technology Stocks : Dell Technologies Inc.

DELL 140.41

+1.1%

3:59 PM EST

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To: GVTucker who wrote (164138)	2/16/2001 12:36:45 PM
From: Bob Kim	Read Replies (1) of 176387

GV, re: And you're paying almost 30x next year's earnings for that 16% growth. The PE-to-Growth rate relationship can look U-shaped when plotted for companies in various sectors. The key is not be positioned in the bottom. If so, and the prospects for increasing the growth rate look dim, then it's time to re-position the company and talk about the untapped or underappreciated value the brand. I remember a few years back when analysts were saying PG, etc., should trade at 2-3x growth because of the value of the brand. If that fails there is always currency speculation to enhance profitability.<g>

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