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Politics : Formerly About Applied Materials
AMAT 322.51+6.1%Feb 6 9:30 AM EST
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To: Zeev Hed who wrote (30318)5/18/1999 6:54:00 PM
From: Ian@SI  Read Replies (1) of 70976
 
OT to Zeev,

I understand and share your sentiment. However, it the Street continues to beat up on Dell for growing revenue 41% which is $37M more than expected and meeting earnings expectation, I'd be disappointed.

It's a lot easier for a startup to beat estimates than a company that just grew to $5.537B / Qtr. Dell's growth, ROIC, etc are the envy of much smaller companies let alone companies of its size.

While it has been awarded a nice multiple relative to other box builders, its multiples are rather skimpy given its consistency and significant outperformance of its peers.

JMHO,
Ian.
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