Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BGR who wrote (116020)	4/10/1999 3:04:00 PM
From: Brasco One	Read Replies (1) \| Respond to of 176387

lets turn off the lights...the party is over for these box makers.

To: BGR who wrote (116020)	4/10/1999 9:19:00 PM
From: OLDTRADER	Read Replies (4) \| Respond to of 176387

RE:Growth rate/PE-IMHO-you are all missing the most salient point--and that is"drum roll"-they "ain't" making any more DELLs----ANYWHERE ON THIS GLOBE-IT'S GLOBALLY UNIQUE!SOOOO-what is that worth!wbm

To: BGR who wrote (116020)	4/11/1999 1:18:00 PM
From: Jim (Hijacked)	Read Replies (1) \| Respond to of 176387

<<Growth rate of 40%!? Talking revenues or earnings here? >> We'r talking earnings here. PE as in price to EARNINGS. <<This is what I have, an earnings growth of 55% and a forward PE of 57 based on 76 cents of estimated earnings. >> Ok yes, your forward pe is correct based on your estimate. However, I am not sure about your earnings growth of 55%. Please elaborate on that calculation. <<If you want to justify that DELL is a good short based on comparisons of backward PE with forward estimated revenues growth, you are most welcome, though!>> I don't have dell shorted. In fact I have dell by default since I have QQQ Nas 100. However, I believe dell is dead money for a while. I don't think we will see the high until next year some time. I have made money in dell before. I don't wish anything bad for dell. I just believe the exponential chart is over (this year).