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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%Nov 25 3:59 PM EST
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To: Boplicity who wrote (50063)7/7/1998 10:12:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Greg, I don't base my projections of future earnings based on the past. Future earnings forecasts requires much more information. What the past is good for IMO is to spotlight companies with effective, proven managements. I garner future prospects from the press and outfits like IDC. I also read what the analysts from the major brokerage houses have to say about business prospects (not their recs. or price targets) because they are used as conduits by management to shareholders.

So here's what we know about Dell by looking at the past:

1. It is a highly focused company. A pure play if you will;
2. It grows only through internal expansion. It does not believe in buying other companies;
3. It is keenly aware of managing cash;
4. It is always seeking to fine-tune its business model;
5. It is the paradigm for the rest of the industry.

And what of the future? The analysts tell us that Dell will grow at 3-4 times the industry average. And depending on which forecast you believe, that average increase is 12%-15% per annum over the coming year. So, Dell is expected to grow at 36% to 60% per annum.

Those are the kinds of things on which I base my investment decisions.

TTFN,
CTC
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