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

To: Moominoid who wrote (42254)5/15/1998 10:08:00 AM
From: Fangorn  Read Replies (1) | Respond to of 176387
 
David,
Dell's P/E for the current year using 1.84 (consensus estimate-which has been low every time for...ever) is 51. Dell's growth rate is higher than that. That's how I justify it. Throw in their busines model and a dash of Michael Dell and it looks cheap.

Also when you use December 97 for comparison you are sort of "cooking the books" because Dell had just take a ~20% haircut from all that "asia crisis" hooplah.



To: Moominoid who wrote (42254)5/15/1998 10:26:00 AM
From: jef saunders  Read Replies (2) | Respond to of 176387
 
on wednesday, it will no longer be twice.



To: Moominoid who wrote (42254)5/15/1998 1:12:00 PM
From: jbn3  Respond to of 176387
 
re How can anyone justify a PE almost twice what it was in December 97? (33 then)

David,

one might say that DELL's December PE was an opportunity waiting to happen.

DELLish, 3


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