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

To: D. Swiss who wrote (77935)	11/11/1998 6:40:00 AM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

>> Sonki, you may be right about Dell reaching 100 by year end. Isn't it an internet stock with sales at $6 million + per day? If so, shouldn't it command the same multiple as AOL (238 x trailing earnings)? That would put Dell at roughly $197 per share. I'll take a measly $150 for now.<< This has been my contention for the longest time as to why Dell does not command the same enthusiasm in stock price as does AOL or YHOO. Over the last few weeks the internet stocks have been soaring while Dell was stuck in the mud. Today we should begin to see some more positive attention to Dell as Intel gave the world as spectacular surprise yesterday after the bell. The whole world overseas fell in love with this over night and all techs should have a great day today The S+P futures are looking terrific for both the Dow and the Nasdaq. Best Regards Frank

To: D. Swiss who wrote (77935)	11/11/1998 8:25:00 AM
From: Mohan Marette	Read Replies (4) \| Respond to of 176387

Valuation: DELL vs COKE -Crazy idea,I think not. 'morning Drew: Forget about AOL's P/E (238 or whatever),I settle for the same valuation for DELL as the colored water peddler COKE. Here is the deal: COKE is projected to grow approx 10% year or so and they get a multiple of 48 for 10% growth,heck that is about 5 points for every 1% growth,no? Now DELL has trailing P/E 85 let's say for their +50 % growth rate, hell that is only about 1.7 points every 1% of growth. So I will be quite happy if DELL gets equal valuation as COKE,what say you? That is I take $250.00 (50x5) for DELL OK.<gg>