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

To: Neil Mintz who wrote (148649)	12/7/1999 9:48:00 AM
From: TigerPaw	Read Replies (1) \| Respond to of 176387

There seems to be good starting volume today. It won't be long until that big supply of $45 Dell shares is exhaused. I expect it to push through before options expiration this month. TP

To: Neil Mintz who wrote (148649)	12/7/1999 10:34:00 AM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176387

You should be... In today's world of listen to the Analysts instead of think for ourselves, an upgrade from hold to buy is like capitulation by another vendor. This guy is essentially removing a sell recommendation from the books during a DELL recovery. There are only 9 analysts left with a "hold" which everyone knows means "sell". with 30 analysts covering the stock, at least he is moving in the right direction. I agree, the price target was lame. (Ohhh recover to the high in one year, not a stretch goal), but $55 per share, still represent a 20% increase from today and still leaves DELL with a 53 P/E vs 2001 earnings estimates. Let's celebrate the change of heart. I would like to see some Analysts with GUTS step in when a stock is at it's LOW to upgrade the stock. He could have stated a $55 price target when the stock was at $39 and looked like a genius a few weeks ago. Also, he might have captured a 41% growth target by doing so, rather than a much more slim 22%. I believe that there should be a premium paid for companies growing at 30%+ year after year. People bid up GE stock at a rate of 40%+ per year for 13% growth. It seems that the multiple for consistent growth is 3. Therefore, a bold stock predictor should look at DELL today and say.. premium to growth is 3x so stocks growing at 38% should have a PE of 114. using $1.02 earnings for FW2001: Price target by Feb 2001... $116.28 per share. Visit my updated amateur analysis on DELL mostly copied off the smart guys here at SI: 3dconnections.com Craig