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Technology Stocks : Dell Technologies Inc.

DELL 114.85

-2.0%

10:23 AM EST

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To: SecularBull who wrote (35074)	3/20/1998 9:03:00 PM
From: Jacky AY	Read Replies (1) of 176387

DELL will still be able to take home more profit/unit than any other manufacturer... I never doubt that with DELL's flawless execution of their BTO/JIT model. What I'm concerned is whether they can continue to grow revenue and earning in the PC box-making business of which most people seem to agree that it is slowing (falling ASP offsetting unit grow). IMO, revenue and/or earning have to grow at least 25% going forward to justify their P/E of 50. Even so, a PEG of 2.0 is still too high for an overall shrinking commodity business. As to the question about who's gaining share in high-end server... I don't think anyone has any idea how much revenue DELL derives from servers, laptops, desktops. If you would share some information in this area, I think everyone would appreciate your effort.

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