Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 136.29

+3.2%

12:13 PM EST

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To: gc who wrote (45772)	6/1/1998 3:10:00 PM
From: Paul Shread	Read Replies (2) of 176387

In my opinion, this stock has to go back to 62-63. Even if DELL earns $2.00 this year, it's still trading at 40 times earnings. A PE of 30 or so would be more in line with its long-term growth rate. Earnings are decelerating -- quarter-to-quarter, this company's growing at a 30% clip, and it's likely to get slower next earnings report. Just my opinion, but this is acting very much like JBIL did in October -- a vertical rise followed by a long jagged descent after earnings failed to live up to the high valuation. Admittedly, DELL is a much better company long-term, but technicals aside, it's still overvalued (of course, that's never mattered in the case of KO or MSFT, but I don't think DELL is quite in that league yet). Good luck to all.

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