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


To: Chuzzlewit who wrote (67744)9/30/1998 2:38:00 AM
From: Sonki  Read Replies (1) | Respond to of 176387
 
Chuzz, are you saying that going forward erning may grow 44%yr and the stock will grow at 20% yr so that erning can catchup w. the price over a period of 5 yrs?

assuming your numbers are correct... 1.27, 1.82 , ....5.46.
Dell is currently at 82pe( historical PE not forward PE).
How might it converge to historical 30pe?
i made a WAG @pe convergence from 1998-2003.82, 62.9, 50, 44, 35, 30.
targets: 78.8, 91,115,132,163 are these too low? but this what u said?
Above is how one might look at dell's forward pe over the coming years. i.e. over the coming year we should see dell ern growth to 62.9
not 51(17 * 3) in order to support the forward PE above. (that means dell is stuck w. some sort of whisper numbers) or what did i compute wrong?

i must confess, i m getting very dizzy though i agree that dell Peg very nice (approx 1?) S&P PEG is 3 or 4(which i hold lots of spiders, whose PEG is currently very ridiculous. ) but spy does not create company specific risk.