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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. Swiss who wrote (164939)	4/25/2001 8:52:05 PM
From: rudedog	Read Replies (1) of 176387

Drew - I can't believe people still think this is the "same old DELL". DELL management has said they will run the present model indefinitely - that means 5% or less net, and an increasing demand for excellence of execution as the value. I think that DELL is well positioned to do that - they are now king of the PC hill, and will probably extend that to the low end server space as well. But as we have seen, earnings growth is HARD to come by... and from an investment standpoint, I don't care what DELL's market share or revenue is if they can't take it to the bottom line. If we assume DELL is fairly valued today, what can we expect in the way of earnings growth to justify appreciation in the stock price? Based on what we have seen and the near term projections, DELL would be lucky to see 20% EPS growth in the next 12 months. I think that would put DELL's stock price at mid-30s a year from now... that's way better than putting money in a CD, but people thinking about a DELL investment should really wrap their minds around those kind of numbers, and not the rocket ride we saw in the 90s.

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