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

To: Paul van Wijk who wrote (31413)	2/27/1998 9:25:00 PM
From: kemble s. matter	Respond to of 176388

Paul, Hi!!! <<>>> I was referring to the earnings announcements by Michael last week...but, obviously some of the others in this world are finally doing their research....that is they are looking back at what he said during previous speeches or announcements....Michael has been talking like this for quite some time...IMO the reason this stock is flyin' is because too many that missed the train are now listening a bit closer.... Best, Kemble

To: Paul van Wijk who wrote (31413)	2/28/1998 7:55:00 AM
From: D. Swiss	Read Replies (1) \| Respond to of 176388

Paul, Lehman raised their target to 156 to be precise. That target is probably good only until the end of May when Dell reports. I think is important to note that 28 out of 29 analysts that follow the stock raised their estimates on Dell in the past seven days. They are currently still trading at a discount to future earnings which are conservatively estimated to grow at 30% / year over the next five years. If you use a current PE of 35 and a more realistic growth rate of 40-45%, you are at a PEG ratio of .78 to .88 (a discount to future earnings) vs. 1.05 for the industry and 1.17 for the sector. What a BARGAIN. I hope you are not still with the dark side of the force! :o) Drew