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


To: Rich Young who wrote (43867)5/20/1998 2:34:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
Ref:Soundview. Based on this earnings estimate Dell is worth $151.80

Rich:

Thanks for that SoundView report. So based on the SoundView's Forward earnings estimate DELL is worth $151.80. That is based on the assumption that Dell can maintain a top line growth of of 55% and bottom line growth of the same percentage.Not too bad eh????



To: Rich Young who wrote (43867)5/20/1998 2:45:00 PM
From: Rich Young  Respond to of 176387
 
More good news on component prices....

Silicon Stocks: techs down on chip-pricing fears 5-20-98
cbs.marketwatch.com



To: Rich Young who wrote (43867)5/20/1998 4:47:00 PM
From: J P Cross  Respond to of 176387
 
Soundview estimates of 2.05 for 1999 and 2.76 for 2000 put Dells
PE at 44.75 and 33.24.

IMO, Dell should hold at these levels.

Buying more Dell...

JCross