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

To: kaka who wrote (161473)	10/4/2000 12:21:20 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

if Dell grew but 11% all next year, it's PE would equal 24. GTW's PE for growing 18% is 24. think of that. compared to GTW they're pricing Dell to grow 11% next year. and what of the year after that? we know those short want $21. a $21 price would represent a growth rate of about 8% to 11% to sustain a pe of 20. these people are literally insane; but insanity rules. read Edamo's posts to consider where insanity can lead - $16. some are masters at overstating a case, all the while leveraging for a downturn. at the bottom they again overstate their case for a freefall. all these short masters come across as "knowing"; but, fundamentally, you can't in the end separate growth from the price of the stock. nevertheless, relative to current sales, if Dell were priced equal to its peers (forward), it's price would be around $34