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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Meathead who wrote (44449)5/22/1998 3:17:00 PM
From: Jim Patterson  Read Replies (1) of 176387
 
Meathead,

You are obviously in a position and industry where computing power is crucial to the success of the business. This must be a very demanding position.

But, a large chunk of desktops are not of that nature. Most of them run small spreadsheets, and do WP. Basic computing.

You say DELL is maturing into a 40% Y/Y growth range.
That is clearly down from the current 50-55% range.
When Company's growth rates slow, their multiple contracts.
Sometimes the stock can go sideways while earnings catch up. Other times, often in technology stocks, the stock price falls down to a more appropriate multiple.

So, you just made a case for DELL to go sideways to down going forward. Think of it this way, Say DELL is to trade @ 2 X sales, 2x35 is 70 billion, about where the stock is today. That is 1 1/2 years of sideways movement.

Jim
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