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

To: Eddie Kim who wrote (39374)	4/28/1998 1:06:00 PM
From: Venkie	Respond to of 176387

Hey Eddie.. Dell may not be the investment your looking for...Not to worry There are plenty other stocks in the market you can choose from Me I like to sit back and not worry about Dell..What ever..I wish you luck..Chill

To: Eddie Kim who wrote (39374)	4/28/1998 3:03:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Not trying to pick on you, but....(something about your posts gets me goin') :) <<Previous performance does not guarentee future stock performance. Dell is no more the undiscovered, hidden jewel of the Nasdaq. Thus, I don't see it going up 26,000% in the next decade. Dell is a great company...that doesn't mean its stock will continue to skyrocket up though.>> I think very few of us (any?) are long Dell because we think it is going up another 26,000% in the next decade.......However, I think most of us (all?) view Dell as one of the best, if not the best investment alternatives out there. Good luck to all throwing darts for the next 26,000% stock........if you find a sure winner, let us all know! I prefer a consistent high performer, who is better positioned than ever to succeed (even if the stock can not maintain the same pace as over the past 8 years). Compared to the risk/reward of other opportunities, Dell is an amazing investment opportunity.... When was the last time you heard ANY CEO/CFO of ANY Fortune 500 company say that he sees "very robust growth" and "massive" opportunites in the future (with Dell's track record)....Also, I think many of us would be happy with 50% or 70% or 100% annual returns with Dell (although I won't complain if they're higher).....I just don't see any current bear argument (sorry, Jim P.) as being very compelling (although I remain open-minded as always..) I think you may suffer from the same "disease" (relax, not meant figuretively) as others who use the "expensive PE argument" for not buying Dell's stock. A PE is only "high" if it is in excess to the company's future growth rates and/or there is considerable doubt about a company's ability to acheive further growth rates..........MD is right: Dell's stock IS undervalued compared its PE, future growth rates, and the market's current valuation of other stock investment alternatives (and their PE/growth rates)..... But it is probably the case that some investors will never buy a tech stock with a PE above 40.........These are the same people who missed out on Cisco, Microsoft, etc. too. Some final food for thought....according to First Call, I/B/I/S, about 30 analysts or so have quarterly earnings estimates for this fiscal year coming in at a range of 1.78-1.86 (with some high estimates coming in around 2.00, I think). These numbers are going to get blown out of the water..... After the last few days comments, I think it can be safely assumed that Dell is a "sure thing" for at least 1Q earnings per share of .45 My (conservative) estimates for the year: 1Q- .45 2Q- .48 (6.7% growth quarter-over-quarter) 3Q- .54 (12.5%) 4Q- .60 (11.1%) Total- $ 2.07 Note: I see these as "conservative" numbers (compared to last 2 years performance, current industry data, Dell's comments, etc.) Plenty of upside left.......... What do you think is going to happen to Dell's stock price in the next three weeks as analysts see the writing on the wall, and begin to upgrade their estimates? I hope you bought back in today, because Dell will be in the solid 80's before or shortly after May 19. One last thing: Aren't you still long CPQ? Hate to tell you, but it ain't going to grow 26,000% in the next decade..........although, IMO, it will be a solid company, and solid long-term investment, but Dell will continue to out-perform big time. So, you are welcome and wise to sell CPQ and go long Dell as soon as possible......... <<only time will tell.>> Well said. Appreciate the debate.......

To: Eddie Kim who wrote (39374)	4/29/1998 10:32:00 AM
From: SecularBull	Respond to of 176387

Earnings, and the multiple of them that will be paid for the stock is what will dictate the future of DELL shares. LoD