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

To: Bob Kim who wrote (161417)	10/3/2000 1:33:46 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

GTW is now trading at a higher forward PE than Dell. Yet, Dell's expected growth rate for next year is still double that of GTW's put that in your analyst pipe and smoke it let's see. Mr. Tucker would say it is because the market is assuming Dell's growth rate will be less than expected next year. Even if Dell grew at the same rate of GTW, it's forward looking PE would be equal with GTW's. yet, over 60% of the higher growth (35% plus in enterprise and laptops) is coming from the corporate sector. it doesn't make any sense relative to GTW, the market is currenly price Dell to underperform , or perform equal to GTW's 18% growth rate in earnings. A $29 price for DELL equates to an approximate 18% Dell growth rate relative to its peers.