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


To: Richard F Hanover who wrote (79857)11/13/1998 11:51:00 AM
From: freeus  Respond to of 176387
 
OH NO you lost your shares in October?
Do you have option capability? Selling covered calls is better than losing shares.
From one who now knows.(Arent all the rest of you proud of me?)
4000 shares is good though.
Freeus



To: Richard F Hanover who wrote (79857)11/13/1998 12:15:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
S&P's take on DELL- PE (99)=61, Forward PE(00)=42 EPS Growth=60% Valuation based on next years earnings=$93.00,warrants buying.

Richard:
I see you are doing quite well then,sorry to hear you had to give up
1800 shares though.

I know somebody already posted this from bloomberg but this is bit more detailed. S&P says Dell (a premier growth company) warrants buying,well some us already know that but this is not bad.
===========================================

S&P Raises Estimates for Dell, Reiterates Buy

Friday November 13, 1998 (08:35 am ET)

NEW YORK, Nov. 13 (Standard & Poor's) - S&P equity analyst Megan Graham-Hackett raised EPS estimates for Dell Computer Corp (DELL) after Q3 EPS of $0.28 vs. $0.17 beat Wall Street's mean estimate of $0.27. She reiterated her (*****) (buy) recommendation on the stock.

Graham-Hackett notes that 51% revenue growth came on a 66% rise in units, with a flat average selling price versus Q2 a key stat. She says operating expenses were below her estimate, aided by cost-efficient Internet-based sales, which grew to $10 million/day from $6 million at last count. Operating cash flow for the quarter was a robust $586 million, and inventory just seven days.

Graham-Hackett raised her fiscal 1999 (Jan.) EPS estimate by $0.02 to $1.07 and her fiscal 2000 forecast by $0.05 to $1.55 as co. sees operating leverage from prior infrastructure investments. She says that at 45 times her fiscal 2000 estimate, compared to 60% EPS growth, shares of this premier growth company warrant a buy rating.