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

To: Patrick E.McDaniel who wrote (58371)	8/15/1998 2:55:00 AM
From: Chuzzlewit	Respond to of 176387

Patrick, the only thing bloated are the egos of people who pass hasty judgement on Dell's business model. How is it that the S&P500 has a P/E of around 27 with an annual earnings growth of about 7%, but DELL has a forward p/e of around 45 with an expected forward growth rate of about 40% (very conservatively estimated)? This "bloated" company has the highest ROIC I've ever seen! What other manufacturing company maintains such lean inventories and turns over its cash as efficiently? I challenge those who have made the claim of "bloated" to show me another company that executes nearly as well. TTFN, CTC