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

To: kaka who wrote (160511)	9/8/2000 5:42:19 PM
From: mepci	Respond to of 176388

Kaka: There is too much emphasis on the 30% revenue growth. If it is not 30%, it will be 25%. It is not going to be 15%. But revenues will be atleast 30% better. Growth cannot be micromanaged that closely. We all know Governmaent already spent too much money on desktops last year, and Europe is just getting it's expansion going. I think Europe should come in handy in the 4Q. I will be surprised if we don't reach at least the 45-50 range by the end of the year. Remember .25 each of 3rd and 4q will make it .91 for y2001. In my books that is almost 50% increase in revenue. I will be quiet happy with 25% increase in revenues and 50% in earnings. And at .91 for y2001 that is only 42 p/e and less than 1 for peg. So there is no way this stock is going to stay below 45 by the end of the year. The only time I would not mind to stay at 39 is if SUNW goes to a p/e less than 50. I don't think you want that.