Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: D. Swiss who wrote (162257)	10/19/2000 11:45:37 PM
From: mepci	Respond to of 176387

Ah, Let us just be so careful though. I think the days of 100 p/es are gone. I am most comfortable in the 30-50 p/e and 1-1.5 PEG range. At 50 p/e we should be at 33.5 going to 41 by earnings date. At 30 p/e it becomes 21-25. I guess we will be playing in the 25-33.5 range for a couple of months.

To: D. Swiss who wrote (162257)	10/20/2000 11:43:31 AM
From: calgal	Respond to of 176387

Dell CFO makes money by saving money By Joe Wilcox Staff Writer, CNET News.com Oct. 19, 2000, 9:30 a.m. PT A penny saved is a dollar earned. That would appear to be the motto of Dell Computer chief financial officer James Schneider, who is proud of how the PC manufacturer makes money by saving it. Schneider talks a lot about boosting income by cutting costs, even as some rivals struggle to squeeze a profit out of selling PCs. He also believes this approach will help Dell meet its original third-quarter earnings estimates, despite a profit warning in early October that cut projected revenue growth by 3 percent. Even though Dell joined Apple Computer, IBM, Intel and other computer industry heavyweights issuing warnings about the third quarter, Schneider is confident PC growth will remain strong. Cheerful but serious, Schneider is a true believer in Dell's sales model of selling systems directly to the customer. After all, it is cost-effective, with no dealers to pay and better price management for components. Schneider spoke with CNET News.com's Joe Wilcox during Dell's recent DirectConnect conference in Austin, Texas, and later following the company's surprise profit warning. news.cnet.com

To: D. Swiss who wrote (162257)	10/20/2000 12:13:01 PM
From: calgal	Read Replies (1) \| Respond to of 176387

Drew: What do you think of this? Leigh Oct. 24: Compaq Computer (NYSE: CPQ) reports its third-quarter results. The big question: How much trouble is Compaq giving Dell? Compaq has clearly been on the turnaround path and could be gaining on Dell, which recently said sales growth wouldn't be up to par. Consensus: $0.29. (CPQ stock chart) zdnet.com