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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

3:59 PM EST

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To: Yaacov who wrote (156652)	4/30/2000 2:51:00 PM
From: Sig	of 176387

<<<so maybe you can answer one question for me: Is the PC era over with? >>> Well, no, Yaacov the higher quality stuff is just getting started if we believe this Corning news. Here are the portables ( big for Dell), the flat screen desktops( big for Dell),etc biz.yahoo.com And a bit later the 1 ghz or 1.4 ghz processors from Intc which will expedite replacement cycles if the economy holds (G) Comparing Dell and brand"C" computers Dell Cpq Market cap 129 bil 50 bil ROA 18% 2.5% ROE 45% 5% Sales 25 bil 20 bil inc 1.67 bil 635 mil Recent figures has Dell employment at ~ 35K vs 25K a year ago or a 40% increase . Production per employeee was thus ~ 1 mil and a 40% increase could result in a 40% increase in sales, with a few 'ifs' involved. If the newer 3500 employees at Nashville are up to speed. The report was that Nashville was doing great, much better than expected, as a result of using the latest more efficient production line and methods. I remain optimistic that Dell can achieve what they said, a growth rate higher than 30% Meanwhile that Corning (GLW) looks very very good. Better that MYG (G) Sig (playing loose with figures)

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