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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%3:59 PM EST
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To: Augustus Gloop who wrote (125074)5/16/1999 2:31:00 PM
From: TwoToTango  Read Replies (1) of 176387
 
>>Dell will come in at 17-18 cents per share and show 45% growth and trade between 43 & 46.<<

If Dell comes in at 18 cents, with 45% growth in revenues, which are sterling numbers by any standard, we should be trading a lot higher than 43-46, barring any negative news from FOMC on Tuesday. How many companies posting quarterly revenues in excess of $5 BILLION dollars are growing at a rate in excess of 40%........or even 30%??? And how many companies consistently deliver such superb results?

The FOMC is the wild card right now....I don't see any chance they'll raise interest rates, but they could do a lot of damage just by changing their bias in favor of higher rates. Hopefully they'll see that they don't have to do that...the bond traders are already sufficiently paranoid.

I would like to see AG & Co. show a little more patience before changing their bias, or even before beating their inflation war-drums any louder. It would be interesting to see if robust economic growth and low unemployment can coincide with low inflation at this point in our country's economic development. If most U.S. companies are operating in a productive, cost-effective manner (even half as efficiently as DELL), making the economy as a whole function efficiently, I think we might be surprised at how much growth we can have, with very low unemployment AND very low inflation. But we'll never know if the FOMC has a knee-jerk reaction to one month's CPI or PPI numbers.
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