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

To: Jim Patterson who wrote (43890)5/20/1998 2:23:00 PM
From: MichaelW  Read Replies (2) | Respond to of 176387
 
RE: The company could be growing @ 35% by the end of 1998, buy if that happens, the stock will be down 20-50% from today.

How do you get a 20-50% drop based on 35% growth?



To: Jim Patterson who wrote (43890)5/20/1998 5:22:00 PM
From: Chuzzlewit  Respond to of 176387
 
Jim, I thought we had dispensed with the overvalued argument eons ago, since there are no good multiperiod models. Dell's forward p/e is around 45. Dell's projected LT growth rate is 40%. It's hard to make an overvluation argument there considering that the forward p/e for the S&P is around 20, and the projected growth rate is around 7% I think.

TTFN,
CTC


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