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

To: Sonki who wrote (90711)	1/22/1999 2:12:00 AM
From: Sig	Respond to of 176387

Sonki. Lets see if this is one that Mohan hasn't found yet. Am not sure how old it is worth.com ( Extracted from above URL) >>>>>Lynch & Company By Peter Lynch Photo by David Barry Once again, seven experienced money managers talk shop with Peter Lynch and identify their favorite stocks for the near term and the longer run. Listen and learn. Elizabeth Bramwell After her pick of pfizer last year-up 45 percent in less than 12 months, the best of our three- to five-year calls-there's little I need to say about Elizabeth Bramwell. I've long admired her bottom-up style of investing, the way she keeps one eye on top-line revenue growth and the other on larger economic events that may affect the companies and industries she's studying. Elizabeth has been in this business more than 30 years and now heads up Bramwell Capital Management, a New York–based firm with $650 million in assets under management. in addition to managing her flagship Bramwell Growth Fund, her firm subadvises Selected Special Shares Fund and Sun America's Style Select Focus Fund. THREE- TO FIVE-YEAR PICK: Dell Computer NASDAQ: DELL Price as of 11/30/98: $60.81 EARNINGS PER SHARE (estimated): 1998 $1.05, 1999 $1.45, 2000 $2 Sometimes it's all about the business model. led by Michael Dell, a genuine revolutionary in American business, Dell Computer pioneered direct marketing of PCs and changed the way people shop for computers. Dell uses a direct build-to-order system, whereby customers are able to stipulate the exact specifications of the computer they want. The computer is then built from scratch and shipped. So Dell keeps its inventories low in a business in which competitors routinely suffer from inventory gluts and imbalances. Dell's method also allows it to provide the latest in technological advances. The company has been an early user of the internet to market its products. in fact, Dell now takes in roughly $10 million a day in sales from the Web and is providing online service as well. The Web has enhanced selling to the consumer market as well as to the business and government sectors, from which Dell derives about 80 percent of its sales. The company's price-to-earnings ratio is high: 44 based on our 1999 earnings estimate of $1.45 a share. But we think this multiple can hold up in a scenario of declining interest rates and rapid earnings growth. Dell has a stellar balance sheet, and we see the company as a 35 percent grower over the next few years.>>>> Sig