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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: BGR who wrote (59661)	5/19/1999 1:15:00 AM
From: Stefan	Read Replies (1) \| Respond to of 132070

You have missed the action in bonds 6% definitely should drive the multiples higher.<g>

To: BGR who wrote (59661)	5/19/1999 10:31:00 AM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

BGR, Let me harp on this for awhile <g> You cannot take both the forward earnings, a future concept, and the past growth rate to make your case. You have to pick what you are looking at, the future or the past. Dell's growth rate is in decline, so it won't be 45% for long. I expect that they will be thrilled with 20% by this time next year. The only true pe ratio is trailing 12 months. Anything better than that is a guesstimate and Dellnialists have been pretty horrible at guessing Dell's business in the past two quarters.