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

To: Sig who wrote (166488)	8/14/2001 10:08:50 PM
From: Sig	Read Replies (3) \| Respond to of 176387

Dell argument #1- Dell is now too big to grow fast ................... IBM ........ DELL Revenue ..... $90 bil.......$32 bil This yr earn... +2.9%.....+26% Next 5 yr est +13%.....+17% Market Cap.... $183 b....$70b So a company like IBM with nine times the number of employees as Dell and 2 1/2 times the market cap can easily grow earnings an average of 13%/year for the next 5 years, where the lean, mean Dell will struggle to beat that by 4%/yr after beating IBM by 23% (over 8 times) in earnings growth in one year? .But who can argue with these estimates provided by the best and highest paid analysts in the world. And anyone with an ounce of brains would sell Dell and buy IBM, but being a gambler at heart, I will just have to go with the long -shot and stick with Dell. Regards Sig

To: Sig who wrote (166488)	8/16/2001 5:09:54 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sig, Hi!! Excellent post! Thanks for that math... BTW RE: This ratio is not going to last- somebody, somewhere, will sense there is something fishy. At what point will we hear an analyst discuss how the others will be able to stop DELL? I see where we're up over 30% in Europe and who awhile back was it that was blaming Europe? Why aren't the analysts projecting that information? DELL is gaining market share at the expense in Europe...And, it wasn't too long ago that they said DELL couldn't do that in anywhere but the USA and UK...But, where is the retraction from those experts? :o) Best, Kemble