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

To: David Vanderpool who wrote (43412)	5/19/1998 5:15:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 176387

<< 1) Profits are not growing as fast as revenues. ie. they are buying market share. >> Sales up 52% -- EPS up 63%. Hmmm... << 2) Average selling prices in the industry are falling >> Doesn't seem to phase DELL. << But the growth rate of the stock price price is twice that of the earnings growth rate...how much up side is left? >> So? Look at the earnings growth for the S&P 500 since the bull market began. Then look at the returns for the S&P 500. The market has appreciated at more than twice the rate of earnings growth. << 4) Generating 50% revenue growth from 3bill to 4.5bill is easier than from 14bill to 21bill. Can they keep it up?? >> People said that last quarter...and the quarter before...and the quarter before...and the quarter before...