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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: Chuzzlewit who wrote (89698)1/18/1999 12:20:00 PM
From: BBG  Read Replies (2) of 176387
 
Chuzz...

Thanks for the well thought out response... I agree... i.e. that DELL cannot continue to grow at the rate it has over the last 5 years but that it will continue to grow faster than the overall market... i.e. that it will continue to win more market share... I also agree that it is more than likely that DELL will apply it's business model to other businesses be they hardware, software or services...

One question... I've heard numerous times that DELL's high P/E is justified by DELL's high flying earnings growth rate... if the EPS growth rate begins to slack off isn't it reasonable to expect the price to decline until the P/E reaches a level more in balance with the reduced earnings...?

Thanks...

BBG
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