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


To: Peter Greenhill who wrote (71515)10/12/1998 2:34:00 PM
From: REH  Respond to of 176387
 
Dell stock price vs Rambus stock price

My money is on Rambus! (but I like DELL, just think Rambus has more upside potential)

reh



To: Peter Greenhill who wrote (71515)10/12/1998 2:34:00 PM
From: T L Comiskey  Respond to of 176387
 
PG........2003...?.........after the next split 200.3...pounds...ggg



To: Peter Greenhill who wrote (71515)10/12/1998 2:49:00 PM
From: Mohan Marette  Respond to of 176387
 
Her Majesty and a wealthy subject.<vbg>

Peter:
I don't know what the price of the stock will be in 2003, all I know is that Her Majesty will have another wealthy subject under her wings.<g>

(PS:unless of course you are already one.)



To: Peter Greenhill who wrote (71515)10/12/1998 3:12:00 PM
From: jhg_in_kc  Read Replies (2) | Respond to of 176387
 
On feb 19 1999 Dell will be 100 to 120, and split 2 for 1; the new shares at 50 will be 100 by Aug l9 1999 and split 2 for 1; the second split shares will climb to 100 by Feb 19 2000 and split 2 for 1. This is as far as I can go. The stock will surely slow down then. But by the year 2001 it will split again. Non -split adjusted this seems to mean Dell 400 by 2000; 800 by 2001 year end? Holy shit.
jhg



To: Peter Greenhill who wrote (71515)10/12/1998 5:03:00 PM
From: Craig Lieberman  Read Replies (1) | Respond to of 176387
 
Peter,
Re: Anyone want to predict the Dell price for 12th October 2003?!!

I will.
Based on 5 more years patterned growth in the earnings of
15%->15%->15%->10% (over previous quarter's earnings) without any stumbling or slowing down (a bold assumption grant you) results in earnings in October 2003 for the previous 4 quarters to that equal to around $10.50/share.
With a PE of 30 against that (very conservative for the PE), you get a share price of $315/share.

With a trailing PE at that point of 50 you have $525/share.
Any stumbles in the next 5 years would of course invalidate this.
However, you have to figure that it will have just tanked 30% of its value and might be as low as $200/share at that point in October.

The over $300/share price for DELL is not unreasonable considering that a price of $315/share would be actually be $75/share with two more splits. Considering that DELL has split 6 times in 6 years, we might expect at least 2 more in the next 5 years.
If it splits three more times in 5 years, then the $525/share price would actually be $65/share.

Would that my wildest dreams come true.....

Craig