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

To: Mohan Marette who wrote (66090)	9/18/1998 1:34:00 PM
From: jbn3	Read Replies (3) \| Respond to of 176387

Re: Pru lifts price target Mohan, found this excerpt interesting: Also lending near-term support: Dell is to convene a semiannual session with analysts Sept. 25, and Young is expecting a "bullish meeting in which the company discusses its push into enterprise computing with servers and storage products." Dell's danger In his report, Young noted that Dell's stock "represents an unusually high level of risk" because of the commodity nature of its business. Moreover, Dell's multiple of 56 times earnings per share is at the high end of the range for the industry. But improved manufacturing efficiencies should maintain the valuation, according to Young. "Dell's management may even argue for a better valuation," the analyst wrote, "since Dell maintains a return on invested capital superior to that of its peers with similar growth rate but has a lower P/E." Finally, an analyst actually analyzing. DELLish, 3.