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


To: Alohal who wrote (146624)11/5/1999 5:49:00 PM
From: Sig  Respond to of 176387
 
Re cpq P/E
Remove that one good quarter (Dec 1998), and cpq P/E
would be about 100. SES



To: Alohal who wrote (146624)11/5/1999 5:49:00 PM
From: Ian@SI  Read Replies (3) | Respond to of 176387
 
A.,

Yes the others are catching up in terms of P/E. But not in terms of growth rate, net margin or ROIC or any other ratio that matters.

JMHO,
Ian.



To: Alohal who wrote (146624)11/5/1999 5:55:00 PM
From: Craig Lieberman  Read Replies (1) | Respond to of 176387
 

Re:
AAPL P/E = 23
CPQ P/E = 33
GTW P/E = 52

DELL P/E = 66

The other box makers are just catching up.


Price per earnings growth ratios for the same stocks...
PEG from ZACKS
DELL 1.43
CPQ -1.32 since they are shrinking..
GTW 1.6
Looks like DELL is the stock to own unless you believe strongly in a CPQ recovery.

Craig



To: Alohal who wrote (146624)11/6/1999 2:29:00 AM
From: jim kelley  Respond to of 176387
 
Actually....

DELL's PE is 62 and GTW is now 58. So GTW has pretty much caught up to DELL despite the fact that their revenue and earnings growth rates are much less than DELL.