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


To: Chuzzlewit who wrote (102185)2/17/1999 7:19:00 PM
From: Techie  Read Replies (1) | Respond to of 176388
 
Sure, stabilize around $60.

If Dell grew revenues by 38% this Q, don't you think it will be hard to pull off even 35% next Q? Growth is slowing. Any reasonable person would assume no more than 30% growth for the next few years. Now give it a 10% premium for leadership. Next year's estimates are $1.47 * 40 (with the premium) you get $58. That's 40 times next year's earnings. Anything more ambitious is STUPID.

Go buy GTW. It's 10B market cap vs Dell's >100B cap!