SI
SI
discoversearch

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 122.70+0.2%Nov 18 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: stockman_scott who wrote (115539)4/9/1999 11:53:00 AM
From: Chuzzlewit  Read Replies (2) of 176387
 
Scott, those numbers are much more convincing to me. Historically Dell has been able to grow at around 3.5x industry growth. If the industry grows at 14%, that would work out to roughly speaking 50% unit growth. Depending on the product mix and ASP I would expect Dell to show revenue growth of at least 35%, but probably closer to 40%. Now throw in continuing share repurchases and it is easy to see that 45% eps growth is reasonable.

TTFN,
CTC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News