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Technology Stocks : Dell Technologies Inc.

DELL 133.18

0.0%

Nov 28 12:59 PM EST

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To: Trong Nguyen who wrote (65174)	9/11/1998 8:12:00 PM
From: Craig Lieberman	Read Replies (2) of 176387

Trong, Take DELLs current Revenues $13 Billion and their current earnings FW99 estimates after split to be around $1/share. (conservative now, right). Look at the 5 year growth estimates. 35%/year. next year and then they get conservative to 30% FY End revenue Earnings Jan 1999 $13 B $1.03 Jan 2000 $17.55B $1.39 Jan 2001 $23.7B $1.80 Jan 2002 $31.98B $2.35 Jan 2003 $43.18B $3.05 Jan 2004 $58.29B $3.97 with a forward PE of 30 you get a share price of $119/share conservatively some time in 2003. The above is VERY VERY VERY conservative estimate for 5 years assuming what the ANALysts are saying is absolutely correct. (never mind the fact that they have consistently guessed low). Here is the 'rosy' picture assuming continued 65% growth. FY End revenue Earnings Jan 1999 $13 B $1.03 Jan 2000 $21.45B $1.69 Jan 2001 $35.40B $2.80 Jan 2002 $58.40B $4.62 Jan 2003 $96.35B $7.63 Jan 2004 $158.99B $12.59 This could yield a share price of $380/share in 2003 with a forward PE of 30. I expect it to be somewhere between these two. Are you willing to wait 4+ years to double your share value? Could happen in the next 2 years instead. Craig

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