DELL-Some like it hot and some just like it-Brokers comments on DELL.
stock bull:
Interesting look at Dell from various brokers perspective.Going by many of the estimates given Dell is definitely on sale here at these prices,naaaaaaaaah don't see any overvaluation if these guys come close to their estimates.A P/E (forward) of less than 30 for a company growing between +40-50% annually is certainly undervalued in my book, I have no idea what some of these 'bears' are talking about.Oh well it no skin off my a#@$ and besides they have been amply warned.<vbg> Yahooooooooooo!!!
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Dell Computer Corp. (DELL)
Date Broker Comment
9/28/98 Bear Stearns reiterates buy, upbeat analyst meeting, momentum continues
9/28/98 Hambrect & Quist reiterates buy
9/28/98 Lehman reiterates outperform, lowered estimates, target $67
9/28/98 Morgan Stanley Dean Witter reiterates outperform
9/28/98 Paine Webber reiterates attractive, very positive analyst meeting
9/25/98 Paine Webber reiterates attractive, upbeat analyst meeting, business good
9/24/98 First Boston reiterates strong buy, expect semi-annual meeting to be upbeat
9/3/98 Paine Webber initiate coverage with an attractive
8/20/98 Salomon Smith Barney reiterate neutral-high risk
8/19/98 First Boston Increased 1999 from $2.00 to $2.10
8/19/98 Goldman Sachs Raised 1999 from $1.91 to $2.05
8/19/98 Morgan Stanley Dean Witter Raised 1999 from $2.00 to $2.08
8/12/98 CIBC/Oppenheimer reiterates hold, cautious comments on price wars
8/10/98 Bear Stearns reiterates buy, looking for positive server growth
5/22/98 Bear Stearns reiterates buy, raised estimates
5/22/98 BT/Alex. Brown reiterates marketperform, positive EPS
5/22/98 CIBC/Oppenheimer reiterates hold, raised estimates
5/22/98 DLJ reiterates marketperform, raised 1999 from $1.83 to $2.05
5/22/98 Hambrect & Quist reiterates long term buy, stock ahead of itself
5/22/98 Lehman reiterates outperform, target $110, raised estimates
5/22/98 Merrill Lynch reiterates 2-1 rating, raised target to $108/$110
5/22/98 Morgan Stanley Dean Witter reiterates outperform, reports solid qtr
5/22/98 Paine Webber reiterates buy, raised 1998 from $1.80 to $1.95, 1999 from $2.35 to $2.60
(source:nordby) |
