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


To: Najib Mehanna who wrote (146197)10/31/1999 9:53:00 PM
From: jim kelley  Read Replies (3) | Respond to of 176387
 
Najib,

DELL could easily post 46 to 55 per share on the basis of PEG alone. In time, DELL will be awarded the 50% premium to growth that INTC and MSFT get. For the time being I doubt if it will be given more than a 25% premium for being the growth leader in its market segment. The $46 number is without any premium for being the growth leader.

Regards,

Jim Kelley