Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: John Dally who wrote (6480)	10/16/1997 7:49:00 PM
From: bearshark	of 94695

John: Thanks. I agree with you. I was checking out Dell's sales and earnings last night for the past two years. I have been considering Dell as a trading vehicle--on the downside. I could do nothing with Dell's numbers on my first look because they are all over the place. However, they will be up against fairly strong numbers from last year. What interested me was their low margin rates in comparison to Intel--a true tech stock. Dell may be running as tight a ship as can be run now because it is a fine company. How much added competition can those margin rates take? Before I began my analysis, I had been thinking of Dell as a retailer instead of a tech stock. After looking at those margins, I feel more strongly that I am looking at a retailer--at a PE of 40 or so. How do you view Dell?

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