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

To: Chuzzlewit who wrote (149734)	12/22/1999 10:58:00 PM
From: John Koligman	Respond to of 176387

Or when Cisco enthusiasts predict 2000/share for Cisco in 2003, which would give it a market cap of only 7 TRILLION dollars, all by itself. Kind of like the talk on the Dell thread last year, something to the effect of 'how long will it take for my 100 shares to make me a millionaire'.... Regards, John To: telecomguy (30535 ) From: PMS Witch Tuesday, Dec 21 1999 9:02PM ET Reply # of 30653 my guess is that their shares will be worth around $2000 per share in year 2003 Interesting: You predict $2,000 in four years. Four years ago, CSCO traded at $8, so if the next four years are similar, we'd see another thirteen fold increase, bringing us to $1,350 in December 2003. Are you implying that NT and LU are only impeding CSCO by so little that their presence can be disregarded? Cheers, PW.

To: Chuzzlewit who wrote (149734)	12/23/1999 7:46:00 AM
From: hdl	Read Replies (3) \| Respond to of 176387

Numbers tell why Dell is a short. When Dell was $43 according to Stephen Leeb's "Personal Finance" it was a sell because its PE was 70.5, its 5 year annual EPS growth rate was 36.2, its market cap was $110 billion, its 5 year annual price gain was 125%. The price had gone up at a rate almost 4 times that of its earnings. A company can't continue to increase its stock price in excess of its earnings gains especially when in the future earnings growth won't accelerate, interest rates and commodity prices won't be falling and valuations for the stock market won't be rising. The case against Dell of course is much stronger with it trading over 50. Refutations are very welcome. The market will crash when margin rates are increased. They will be increased to burst this incredible bubble.