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


To: SecularBull who wrote (32046)3/4/1998 4:23:00 PM
From: Jim Patterson  Read Replies (1) | Respond to of 176388
 
re: Interesting take, but still wrong. DELL's got the PC market sewn-up

From today's activity in the stock, you are right.

Now the tricky part.
Should DELL trade at it's current 46 times earnings or should it trade at 75 times earnings.
Since according to all dell analysts on this thread, there is no risk of dell stumbling, Perhaps we can go for 100 times earnings.
That would put the stock at 53 times 2000 first call ests of $4.77

Figure that by the time we get there, DELL beats EPS quarterly by 5 cents prompting revision upward for the next quarter, I figure that 2000 Ests will be in the , the number should be revised to $5.10-$5.20
Using the espected upwardly revised number, the stock will only be at 50 times 2000 earnings if it goes to 100 times current EPS.

That would put the stock at 256 pre split. Hey that is an 84 % upside from here.
So do we think this can happen before they report again ?

Jim