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

To: Tim Luke who wrote (101084)	2/16/1999 7:28:00 PM
From: steve susko	Read Replies (1) \| Respond to of 176387

AMAT and HWP strongly blew off analyst estimate. However, look like they are using DELL to drive this market down hard. HWP earn 2x dollar income than DELL.

To: Tim Luke who wrote (101084)	2/16/1999 7:29:00 PM
From: Annette	Read Replies (2) \| Respond to of 176387

Wow...to pick up DELL at 30 post split looks enticing...cheaper than AAPL!!!!

To: Tim Luke who wrote (101084)	2/16/1999 7:34:00 PM
From: BGR	Read Replies (3) \| Respond to of 176387

Tim, DELL was in the 60's in last August. 6 months have passed since then, and 2 more earnings. So DELL's revenue were lower, but it's earnings were intact (55% YoY growth, right?). Anyway, let's say earnings deteriorate as well, and goes to 45% YoY growth for the next two years. Then, in the mid 60's, DELL's forward PEG is about 1. Now let's compare this to the S&P500 (about 3). Did you listen to the CC? They are planning to move further towards a high-margin product mix. If they can indeed pull that off, we are talking margins in the 50% range ala INTC. So, going forward, revenues is not the big issue, margins are. Besides the two delayed orders may just show up in early Q1 and change the equation short term again. -BGR.