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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%Nov 24 3:59 PM EST
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To: D. Swiss who wrote (77935)11/11/1998 8:25:00 AM
From: Mohan Marette  Read Replies (4) of 176387
 
Valuation: DELL vs COKE -Crazy idea,I think not.

'morning Drew:

Forget about AOL's P/E (238 or whatever),I settle for the same valuation for DELL as the colored water peddler COKE.

Here is the deal: COKE is projected to grow approx 10% year or so and
they get a multiple of 48 for 10% growth,heck that is about 5 points for every 1% growth,no?

Now DELL has trailing P/E 85 let's say for their +50 % growth rate, hell that is only about 1.7 points every 1% of growth.

So I will be quite happy if DELL gets equal valuation as COKE,what say you?

That is I take $250.00 (50x5) for DELL OK.<gg>
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