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

To: Mike Van Winkle who wrote (157987)	6/18/2000 2:11:00 PM
From: mepci	Read Replies (2) \| Respond to of 176388

Mike: Dell said exp. growth in earnings to 30% when they lowered the expectations to 30% from 40%+. Are prudent calculations show a range of .80-.83, not .91-.93. Some analysts added .07 that Dell took as one time charges last year. Those analysts put Dell Y2k earnings at .68. 30% growth even on that .68 puts Y2001 at .88-.89. Since I don't go with hypes, I am sticking with .80-.83 range. I believe .83(34% gain) is possible, if: 1. Dell doesn't go beserk on ESOP. 2. Dell financial profits goes higher(financing and profits from option trading), and 3. Dell ventures start showing profits. Of course I assuming a robust PC and server market, and sustaining the current rate of growth worldwide. .92 is possible only on extraordinary circumstances, which I don't count on. At .80 and p/e 75, the stock can hit 60, which is fine with me. I want this stock to perform like Tiger Woods. Keep dominating with occasional spurts of brilliance.