Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 130.23

-2.2%

12:17 PM EST

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To: Brian Hutcheson who wrote (19673)	10/29/1997 1:31:00 PM
From: William C. Spaulding	Read Replies (3) of 176387

Certainly there is risk in buying Dell. After all, Dell could drop to 55, while still maintaining a p/e about equal to Compaq's. As long as it can maintain stellar growth and there are no significant negative market factors, Dell will probably maintain its lofty p/e. Should there ever be any reason to think that things will not be so good, then WATCH OUT! There is no question that, at some time, it will happen; I just don't know when. It does, however, limit upside potential. Dell will probably never have the p/e expansion that it had this past summer, and at some point, there will be a p/e contraction. It's simply not possible to continue growing so fast quarter after quarter indefinitely.

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