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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: D.J.Smyth who wrote (164943)	4/25/2001 2:21:20 PM
From: D. Swiss	Read Replies (2) of 176387

DJ, re: "nothing wrong with these growth numbers" The numbers are excellent except not one penny is going to the bottom line. If they can maintain this growth on the monster base that they have and increase the margin, then we will have a positive outlook. Until it translates into bottom line growth, what value is it? The Street seems to have a pretty consistent valuation model (PE in relation to future earnings growth). If future earnings growth is as it has been in the past two years, look out below. Right now Dell seems to be a ray of hope in a dismal tech market, but the bottom line is they are an extremely large company that cannot possibly sustain the growth it has in the past, they are in the middle of a price war environment and their competitors have become more Dell-like (selling direct). This doesn't seem so rosy to me. I hope for your sake I am dead wrong and Dell the stock will flourish, but I wouldn't count on much appreciation based on the current story. :o) Drew

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