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Technology Stocks : Dell Technologies Inc.

DELL 137.91

-0.2%

12:14 PM EST

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To: jim kelley who wrote (146748)	11/8/1999 10:26:00 AM
From: Mike Van Winkle	of 176387

Jim re: Actually, DELL's growth rate may be once again accelerating. Dell's win rate has jumped to over 50% this year and Dell has raised their world market share target from 25% to 50%. This is not a small point to remember or just a kemble dream. The driving force in win rate in the future will include a 50% drop in Dell's cost which is already half or better than the competition including Gateway. I would think that investors that have been following Dell because of real money on the table would be well aware of these details and connect the dots. Cheers Mike

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