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

To: taxman who wrote (127657)	5/21/1999 1:43:00 PM
From: George A. Roberts	Read Replies (1) \| Respond to of 176387

Well lets see...we put a pe multiple of 25 on Dell and do the math. I think that is what everyone is worried about. If the street starts valuing Dell and the box makers by anything remotely resembling a value as juxtaposed to earnings growth then the multiple will contract and thus the share price as well. I know the true believers here will never believe that dell should not sell at a multiple of twice its earnings growth rate but in fact I do not see the high multiple continuing forever for dell. In short I believe the multiple will start to approach the earnings growth rate of the company in time, how much time ???? I do not know. G.A. Long dell.