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: GVTucker who wrote (164138)	2/16/2001 12:21:05 PM
From: BWAC	Read Replies (1) \| Respond to of 176387

Yes. Because they will cut cost, they will get leaner, and I think that plus a few other factors will translate into better than 16% earnings growth. However I have no pie in the sky $100 price target expectations.

To: GVTucker who wrote (164138)	2/16/2001 12:36:45 PM
From: Bob Kim	Read Replies (1) \| Respond to of 176387

GV, re: And you're paying almost 30x next year's earnings for that 16% growth. The PE-to-Growth rate relationship can look U-shaped when plotted for companies in various sectors. The key is not be positioned in the bottom. If so, and the prospects for increasing the growth rate look dim, then it's time to re-position the company and talk about the untapped or underappreciated value the brand. I remember a few years back when analysts were saying PG, etc., should trade at 2-3x growth because of the value of the brand. If that fails there is always currency speculation to enhance profitability.<g>