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

To: mepci who wrote (160761)	9/15/2000 11:46:29 PM
From: Meathead	Read Replies (1) \| Respond to of 176388

Attention will turn to earnings next year. Dell is set up nicely for yoy comparisons on eps growth. Not many people realize that by Q1 of FY02, EPS growth will be in excess of 40% where it will remain for most of the year. It should peak in Q2 at 45-50%. Another currently overlooked initiative is strict cost controls in OPEX and a renewed focus on margins. This should increase earnings further and possibly well above consensus next year. When the market sees earnings growth in the 45% range coupled with any of the numerous positives that could develop for the industry next year, the stock will likely be hitting new all time highs by Q2. MEATHEAD