Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.19

+5.7%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mohan Marette who wrote (79446)	11/12/1998 10:11:00 PM
From: BGR	Read Replies (1) of 176387

Re: blowing away estimates. I am trying to calculate the earnings growth from the same quarter last year. Can someone please tell me whether the EPS was 17 or 18 cents? That 1 cent difference translates to EG of 65% vs. 55% (approx.). Assuming forward PEG = 1 for fair value of a growth company (EG > 40% say) and that EG remains stable, backward PE = EG * 100 * (1 + EG). This gives DELL backward PE's of 85 and 107 respectively. Given that the backward PE of DELL is in the low 70's now, DELL has blown away estimates in my book. Dumping DEC 75 calls tomorrow morning but holding on to 2001 leaps and stock and have limit buys for more 2001 strike 90 leaps.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next