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

To: BWAC who wrote (164137)2/16/2001 12:08:10 PM
From: GVTucker  Read Replies (2) | Respond to of 176387
 
BWAC, RE: Growth will slow. It has to. It might slow to 16% or less.

And you're paying almost 30x next year's earnings for that 16% growth. And note that DELL will be hard pressed to have net income growth keep up with revenue growth.



To: BWAC who wrote (164137)2/16/2001 12:30:56 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 176387
 
nbwac, i wasn't buying dell at $50 and $60 so you are asking the wrong person. ;-)

my point is simple... valuations depend on growth rates in a rational market. the trend is down, down, down. msft is in the mid single digits. dell is headed there.

have you priced dell and msft at a 10 pe?

what if the implosion continues past mid single digits?

DUHHHHHHHHHHHHHH.


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