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

To: Sig who wrote (146750)11/8/1999 10:32:00 AM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Sig

SUNW's PE is 80 with a growth rate of 25% in earnings projected for next year. DELL's PE is 62 with a growth rate of 40 % projected.

So SUNW is getting a 220% premium to its growth rate.
While DELL is getting a 55% "premium". I guess value stocks are out!



To: Sig who wrote (146750)11/8/1999 1:56:00 PM
From: kemble s. matter  Respond to of 176387
 
Sig,
Hi!!
RE: <<<If this is true, then DELL management was playing games
with the analysts, and should never have issued a warning in the first place.>>>
IMO analysts have put the most negative spin on Dells performance and that of other computer mfg's) all year while paying very little attention to the positives. They want to play games?, OK

Ain't that the truth...

Best, Kemble


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