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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: BelowTheCrowd who wrote (15346)	11/11/1998 3:45:00 PM
From: RealMuLan	Read Replies (2) \| Respond to of 18691

<< I think that their growth has got to slow sometime in the next 3-4 quarters>> Take a look at the Baseline estimate. Next fiscal Dell growth rate is in high 30s, instead of mid-50s in this and last fiscal. So it is a fact that their growth rate will be slower. That is another reason they now expend to China, one of the biggest potential PC market in the world. Also Kumar from Piper J. said something like they have picked easy-to-reach corporate fruit (not exactly his word), so it is very hard for them to maintain the same high growth rate in future. Even though M. Dell is very good at positive spinning, I think investors will take some caution here. A PE over 80 will be impossible to remain for long. JIMO.