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


To: Patrick E.McDaniel who wrote (42660)5/17/1998 11:46:00 AM
From: Sonki  Respond to of 176387
 
all, here is 1stcall. what would u say is dell's long term growth?
Given that analysts are rarely doing their job, avrg of 30 s&p sez growh rate should be 29%. M. Dell has said approx 45% 15*3).
If i want Dell to trade at $300 by next year or two( just a little hype here) then at pe of 50, I should expect $6.00 earning. I don't see anything close to it. Do you these analyst are totally off ?
If so why do they have a job? or is M.Dell holding some trix in his pocket?
First Call Earnings Estimates for
Dell Computer Corp.

Explanations of the reported fields are available

First Call Consensus Earnings Estimates as of 05/16/98
Latest Price: Industry: FYE: Consensus Recommendation:
90.00 Comp-w IBM Jan 99 Buy

Dell Computer Corp. Current Next Quarter Fiscal Fiscal
NASDAQ:DELL Quarter Jul 98 Year Year
Apr 98 Jan 99 Jan 00
Current Mean EPS 0.42 0.44 1.87 2.41
Number of Brokers 31 30 31 22
High Estimate 0.46 0.50 2.07 2.63
Low Estimate 0.40 0.40 1.65 2.08
Standard Deviation 0.01 0.02 0.08 0.16
Median 0.42 0.44 1.87 2.40
Year Ago EPS 0.27 0.30 1.28 1.87
Current vs. Year Ago
(% change) 56% 47% 46% 29%

Report Date May 19 Aug 19 W

Consensus Recommendation: 1999 Price/Earnings Long Term Growth
2.1 Ratio: 37 Rate: 28%
Comparative Estimates and 2000 Price/Earnings Estimate Trends and
Price Ratios Ratio: Revision Momentum




To: Patrick E.McDaniel who wrote (42660)5/17/1998 1:52:00 PM
From: Jack T. Pearson  Read Replies (1) | Respond to of 176387
 
Where are the bear earnings estimates?



To: Patrick E.McDaniel who wrote (42660)5/17/1998 4:26:00 PM
From: Buffalo Bob  Respond to of 176387
 
Patrick, Here's mine... EPS .45 / 2 for 1 split anouncement on Tuesday effective in July after vote on increase in shares.

Thanks for doing this for us,

Bob



To: Patrick E.McDaniel who wrote (42660)5/17/1998 7:08:00 PM
From: Patrick E.McDaniel  Read Replies (2) | Respond to of 176387
 
DELL EARNINGS ESTIMATES FOR MAY 19th. T Minus 45 hours and counting!

O.K. everybody, lets start the bidding on Dell earnings and limit your forecast to one number not a range.

Please specify Diluted Earnings!!!!!!!!!!!!!!!!!!!!!!!!

Also, tell us when you are expecting Dell to have a stock split announced.

I'll keep track and post a summary early in the morning and in the evening. You can change your estimate up to COB May 19th. Let me know your new estimate is a change.

Post to me to make sure I get your estimate!

Earnings/split date/comments/name

.56/Aug/$124byAug/Sonki
.54/Aug//Kemble
.53/Nov,2f1/$112@earnings/Craig Lieberman
.53/Oct,2f1/Way above exp./PAL
.52/Aug/2f1/Scott Cherry
.51/NS//John Hauser
.51//9-11@$138/Andy Richer
.504/Aug//Phil
.50/Aug//freeus
.50/NS//Alfonso A.Madarang
.50/Aug/FORCASTUS ROBUSTUS!/Patrick McDaniel
.49/NS//Calvin
.49/Aug//Mohan
.49/Aug//Neville
.49/Nov/$105 on the 19th/Andrew Dobson
.49/Aug//Judith Thompson
.485/NS//Gregory Mullineaux
.48/NS//Jim Kelley
.48/NS//Ruduee
.48/S/With Approval/Drew Swiss
.48/Aug//Bob DeNuto
.48/Aug//David Gregory
.48/Aug/Dell@$150.5 in Oct/Jack T.Pearson
.48//Hawk
.48/Aug/$140 in Oct/Dave Taylor
.48///CKS
.475/S/With Approval/John Rosser
.47/Aug//Venkie
.47/NS/Split Q4/Xplorer
.47/Aug//Jimmy Protsenko
.47/Nov//Lee
.47/Aug//Cricket
.47/Nov//Jorge
.47/Aug/$128@split/Vin Kirplani
.467/July/2for1/Jim McMannis
.46///Gabriel Dubois
.46/Aug//Dell-icious
.46/Aug//Sig
.46/Aug//Lightpen
.455/Aug/Positive Comments/Stephen H.Hester
.45/Aug//Odeon
.45/Sept//Brian J.
.45/July/2f1 announced at earnings/Buffalo Bob
.44/Jun1/Split auth @annual mtn./David Weis
.44/Nov//G.M.Flinn
.42/Aug//David Stern

.00///Joseph Francis Torti

One small step for Dell, one giant leap for Dellheads!