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

To: BGR who wrote (80154)11/13/1998 10:51:00 PM
From: Moominoid  Read Replies (2) | Respond to of 176387
 
In any case, I happily will take yearly 50-55% growth.

If DELL can keep up that profit growth for a long time then it maybe fairly valued now. So I agree with you. I was just questioning TigerPaw's math that ended up with a 200% stockprice growth off 50% earnings growth.

I'd doubt that DELL can keep up 50%+ growth for a long enough period to justify the P/E. Even if the growth rate declines smoothly and slowly to a lower rate you'll see the stockprice stagnate rather than grow at that lower rate in the transition period.

But the latter is just a matter of opinion which is why I said 50% was an upper limit on the stockprice growth rate.

David



To: BGR who wrote (80154)11/14/1998 12:24:00 PM
From: Ex-INTCfan  Read Replies (2) | Respond to of 176387
 
Re: Cisco vs Dell PE and growth rate

Cisco has a virtual monopoly, with only LU to worry about. Dell must compete against the likes of CPQ, IBM, HP, Gateway and others. That's the only conclusion I can reach to explain the PE/growth rate difference.


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