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

To: TREND1 who wrote (119223)	4/20/1999 11:03:00 AM
From: Alohal	Read Replies (2) \| Respond to of 176387

If Dell JUST MEETS "projected" earnings (analysts guesstimates) of $.16 in Q1, that is 45.5% growth from previous Q1. Given the repeated assurances of continued strength by Dell management, they should beat that number by a penny or even 2, which would put EPS growth above 50% again. I actually don't expect continued growth of 50+% going forward, but I do expect 40-45% for at least the next 2 years based on Dell's ability to continue to take market share through superb execution of their business model. JMO. Aloha

To: TREND1 who wrote (119223)	4/20/1999 11:24:00 AM
From: yard_man	Read Replies (1) \| Respond to of 176387

You are talking fundamental analysis here ... what gives?!! Just tell me what the trend is and where support and resistance are. You aren't qualified to do fundamental analysis. <VBG>

To: TREND1 who wrote (119223)	4/20/1999 12:39:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Larry, since you invoked my name, I must respond. There are apparently two issues involved here, but they really boil down to one. First, let's assume a hypothetical company with a steady growth rate of 25%, with $1 in projected earnings, and a stock price of $25. Now assuming that earnings continue at the same rate for the next five years, earnings would be $3.05. Surely you don't mean to imply that the price would not increase substantially (all other things being equal)? Now imagine that all of a sudden the earnings growth rate is anticipated to drop to 20%, so that at the end of 5 years earnings will be $2.49. I think you can see why the price of the stock would drop. All of this has to do with the present value of the future cash flows (I substituted earnings, but the idea is the same). Maybe you should teach HAL about this stuff <VBG> -- I fear he has gotten a one-sided education. TTFN, CTC

To: TREND1 who wrote (119223)	4/20/1999 1:00:00 PM
From: JRI	Read Replies (2) \| Respond to of 176387

Larry: Without discussing the issue you raised, let me reiterate my point: It is shoddy journalism to say that a company has a problem with earnings, has warned......when even Dell's critics did not even mention (as a negative), Dell's y-o-y earnings growth rate of 49%...it was very good (or even great)....bears (on Dell) knew better than to touch that... Insana was providing false information. No one had a problem with Dell's earnings growth... I do agree with you...if Dell grow its revenues this quarter at less than 36% it will raise a lot of uncomfortable questions....I think we are a few quarters away, though, from seeing this...look for 40%+ y-o-y...