Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kemble s. matter who wrote (157052)	5/12/2000 12:55:00 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Kemble babes, " if Dell fixes Europe there is no telling what they can do". dailynews.yahoo.com :o) Drew

To: kemble s. matter who wrote (157052)	5/12/2000 12:57:00 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

"The Dell machine rolls on" dailynews.yahoo.com :o) Drew

To: kemble s. matter who wrote (157052)	5/12/2000 1:19:00 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176387

Kemble babes, if Dell net margins are 10% by year end, as Schneider indicated, they will earn about $1.66 / share next year. At 10.5%, they would earn $1.75 / share. This would make their PE, based on today's closing price and next year's earnings, 26. Not so terrible! With a 5 year growth rate of 30%, they are trading at a DISCOUNT to future earnings. If you convert this to cash basis eps (assuming the same rate as this Q), they could earn $2.56 / share on a cash basis. This would make their PEG ratio .58 (ratio of stock price/next year's cash eps/ 30% five year growth rate). I expect many upgrades tomorrow. Look out for Penguins! :o) Drew

To: kemble s. matter who wrote (157052)	5/12/2000 6:36:00 AM
From: Bazmataz	Read Replies (2) \| Respond to of 176387

i'm confused - right now only bid at 47 9/16? a blowout of earnings, and the 'pop' we get in DELL probably won't get us to where we were at the beginning of the week? it certainly won't get us even near where this stock was only a couple of weeks ago. From 56 to 44 in short order - that's a 21% decline. Who thinks we'll gain 27% anytime soon to get back to 56? it seems disappointing that we'll hardly regain any lost ground on such 'blowout' reports... comments? b