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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: William C. Spaulding who wrote (57890)	8/12/1998 4:23:00 PM
From: jim kelley	Read Replies (1) of 176387

There you go again William. My projection for this quarter over last quarter shows an acceleration in revenue and earnings growth. You are taking my statement in one way only. DELL Q2 YOY growth rates as follows: Profit 70%(est98) 91%(97) Revenue 54% (est 98) 66%(97) These YOY growth rates are lower than the preceeding year but they are still enormous. Sequentially for Q2 we should have the following: Profit 25% Revenue 18% The sequential profit for Q1 was: Profit 7% Revenue 8% Thus, the sequential earning and revenue growth rates are accelerating with this quarters earnings. Now this is one of the weakest quarters seasonally for DELL. What do you think will happen to DELL's revenue and earning in the next two quarters? Remember, William that we are talking percentages and the numbers we ultimately want to look at are the actual cash profits generated from the revenues. DELL is a much larger company this year. A forward P/E of 70 would give a PEG of 1. So, IMO you are wrong about valuation. I suspect you will be eating deflocked crow by January 1999.

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