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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread
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To: Mark[ox5] who wrote (89)1/24/1999 8:18:00 PM
From: puborectalis  Read Replies (1) of 779
 
Here's something from Eliz.Bramwell in WORTH magazine...........................THREE- TO FIVE-YEAR PICK: Dell Computer
NASDAQ: DELL Price as of 11/30/98: $60.81
EARNINGS PER SHARE (estimated):
1998 $1.05, 1999 $1.45, 2000 $2
Sometimes it's all about the business model. led by Michael Dell, a genuine revolutionary in
American business, Dell Computer pioneered direct marketing of PCs and changed the way
people shop for computers. Dell uses a direct build-to-order system, whereby customers are
able to stipulate the exact specifications of the computer they want. The computer is then
built from scratch and shipped. So Dell keeps its inventories low in a business in which
competitors routinely suffer from inventory gluts and imbalances. Dell's method also allows it
to provide the latest in technological advances.

The company has been an early user of the internet to market its products. in fact, Dell now
takes in roughly $10 million a day in sales from the Web and is providing online service as
well. The Web has enhanced selling to the consumer market as well as to the business and
government sectors, from which Dell derives about 80 percent of its sales.

The company's price-to-earnings ratio is high: 44 based on our 1999 earnings estimate of
$1.45 a share. But we think this multiple can hold up in a scenario of declining interest rates
and rapid earnings growth. Dell has a stellar balance sheet, and we see the company as a 35
percent grower over the next few years.
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