Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: Moominoid who wrote (80554)	11/16/1998 12:18:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

David, you said You can't use a perpetual growth model for a growth stock like DELL and therefore you have to be much more explicit about the future time path of earnings. I couldn't agree more. I have estimated that Dell's earnings should expand by an average of about 45% for the next five years based on Michael Dell's comments. In other words, they will be around 6.5 times what they currently are. Now, assuming a perpetual growth of around 12% beginning five years hence (not the 8% of the S&P which includes companies that are not making any money and some that are even losing money)where do you see Dell's "value". I do agree that 200% pa appreciation is impossible unless something radical happens. TTFN, CTC

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