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

To: Moominoid who wrote (80152)	11/13/1998 10:40:00 PM
From: BGR	Read Replies (2) \| Respond to of 176387

David, If CSCO can grow earnings at 30-35% and enjoy a backward PE of 55-60, why can't DELL grow earnings consistently at 60%+ and enjoy a backward PE of 90+? FYI, the backward PE of DELL is now 67. Is CSCO 80% overvalued or is DELL 50% undervalued? In any case, I happily will take yearly 50-55% growth. BTW, even if DELL grows at 50-55% from now on for the next two years, by Jan 2001 it will have reached 175, resulting in a 5-6 bagger for several out-of-money 2001 leaps calls. Better than annualized 200% for DELL stock. Anything above that is gravy.