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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 3:59 PM EST

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To: Dell-icious who wrote (42441)	5/15/1998 8:36:00 PM
From: jim kelley	Read Replies (1) of 176387

RE: Ted Murphy is a domestic turkey analyst. "Dell Computer's (DELL:Nasdaq) price-to-earnings multiple is now higher than Microsoft's (MSFT:Nasdaq), at 47 times 12-month-forward estimates versus 44. I find that amazing -- and unsustainable." Here is another guy that does not do his homework. MSFT has shown a stock price growth rate of 202 % over the last 100 weeks while DELL has shown a 1300% growth rate. For high growth rate companies like DELL a forward P/E should be used in estimating its "fair value". Microsoft cannot grow appreciably faster than the PC market as a whole because it has 90% share already. The PC market is growing 15-20 % per year. DELL is growing at 3-4 times the rate of the PC market. It has only 6% share and 94% to go. Murphy fails to be able to distinguish between DELL and MSFT, that is why he is a domestic turkey.

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