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


To: Michael Bakunin who wrote (59728)5/19/1999 3:20:00 PM
From: Fred B.  Read Replies (2) | Respond to of 132070
 
Michael,

My response was to someone who called my 1997 investment in DELL "dead money" not a boast. As to DELL's EPS growth rate for the next five years I venture a guess of %30 (higher in the first two years of the 5 year period and lower in thelatter years) which is still a multiple of S&P expected EPS growth rate and hence the PE is a multiple of S&P's PE. That is why I anticipate still owning a major portion of the position I have left in DELL today five years from now.

Fred