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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: William C. Spaulding who wrote (843)	12/5/1996 5:51:00 PM
From: Roger Brown	of 176387

William...i found the data on WSJ.com EPS growth year over year (adjusted CPQ for purchased technology) CPQ=22% DELL=60% GATE=29% Revenue growth: CPQ=31% DELL=41% GATE=45% The current PE for the 3 stocks after today's close is: CPQ=19.8 DELL=26.2 GATE=20.6 If you divide the PE by its annaul growth rate: CPQ=.90 DELL=.44 GATE=.71 Looking at these 3 factors one can understand why DELL has gone up so much in the past year...and even after its Meteioric rise, it still is trading at 44% of its growth rate...VERY safe i would say to still get in at $$55.625 tomorrow morning... Sure DELL has a greater PE than the others yet its bringing a LOT MORE DOWN TO ITS BOTTOM LINE than CPQ and GATE... Hope this helps... One more thing regarding splits...technically, everything should be the same regading PE and stuff because nothing with the company has changed...However, there is one difference...A split increases the perception/ability of individual investors to buy into round lots for those who still trade through a brokerage firm that charges more for anything but a round term (100 shares)...Therefore, a aplit increase the Demand of a stock inherently...so the PE can only go up with a split (ceteris paribus)...Therefore, i say bring it on (as they are)!!!!

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