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

To: TigerPaw who wrote (67969)	9/28/1998 12:25:00 PM
From: stockman_scott	Respond to of 176387

TigerPaw: Great Post. Thanks for the Bear Stearns info. This should be one of many excellent analyst reports that we encounter in the next few days. This passage from the new Bear Stearns report says it all: <<We don't believe there are any other companies out there of this size growing at Dell's rate from internal sources. In addition, Dell's highest growth areas are also its highest margin businesses (i.e. enterprise systems) which is the opposite of its peers. We believe Dell exhibits many of the characteristics of other "franchise" companies like Cisco and Microsoft such as the ones we outline above and therefore we think Dell also deserves a "rich" franchise multiple. Moreover, Dell trades at a discount to its recent earnings growth rate of over 60%. *** Continue to Rate Buy. We continue to rate Dell shares Buy rating owing to our confidence that the company will continue to execution on its three-pronged strategy of liquidity, profitability, and growth. We are also encouraged by the company's ability to further distance itself from the competition by further improvement in its direct sales model by moving to the Internet and allying with industry partners for areas it does not have particular strength in (services, storage).>> Thanks Again. DELL's future is so bright we may all have to wear shades!!! -Scott