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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (133119)	6/17/1999 9:19:00 AM
From: Meathead	Read Replies (1) \| Respond to of 176387

edamo, agreed... PE contracting... but I don't think we'll see much more unless growth rates decline significantly or the broad market gets a wholesale re-valuation. As mentioned, it's well undervalued in relation to it's PEG and the SP500 PEG, so I think it will base in the 30's for a while. For Dell to move in line with the rest of the PC makers valuation wise, their growth rate would have to decline to ~20% YOY... I think Dell is quite a ways off from that. 20% per annum stock appreciation would be poor performance for Dell but I, like you, would be quite happy with it... others like Frank will have a mental melt down. MEATHEAD