Roger, just curious. Dells been growing at 50 - 100% for the last few years, and currently has a forward P/E in the mid 30s, though high, what is too high? What must you think of KO,G or even MDT? MDT (Medtronics) reported today .31 vs est of .32. Last year they made .27, so growing ~ 15%. First Call has em at 17%, and ~ 20% for the next 5 years, yet the stock is trading @ 56.5 Forward P/E of 43.5. As long as Dell keeps it up,(and it looks like it should thru 98 at least), this baby ain't gonna tank, unless the whole market tanks, and at that point you can make good money on almost anything. Just wondering your thoughts on the above (Dell has been berry, berry good to me :-)).
Respectfully
Dave |
