Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sig who wrote (166488)	8/14/2001 10:08:50 PM
From: Sig	Read Replies (3) of 176387

Dell argument #1- Dell is now too big to grow fast ................... IBM ........ DELL Revenue ..... $90 bil.......$32 bil This yr earn... +2.9%.....+26% Next 5 yr est +13%.....+17% Market Cap.... $183 b....$70b So a company like IBM with nine times the number of employees as Dell and 2 1/2 times the market cap can easily grow earnings an average of 13%/year for the next 5 years, where the lean, mean Dell will struggle to beat that by 4%/yr after beating IBM by 23% (over 8 times) in earnings growth in one year? .But who can argue with these estimates provided by the best and highest paid analysts in the world. And anyone with an ounce of brains would sell Dell and buy IBM, but being a gambler at heart, I will just have to go with the long -shot and stick with Dell. Regards Sig

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next