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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST

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To: Eric S. who wrote (19949)10/30/1997 5:25:00 PM
From: Eric S.  Read Replies (1) of 176387
 
To all:

- Deutch Morgan increased estimates on Dell Today to .65

- Goldman Sachs said fears of Dells growth problems are unjustified.

Regarding earnings growth long term, its important to note that more and more companies are upgrading to client servers to handle the year 2000 problem. In addition, India is still ripe. And Dell has yet to touch China. Furthermore, there is a larger and larger happy customer base that will return to Dell for Merced and other Moore's law specials. To me, this translates to perhaps annual increases of greater than the talked about 30% because of the strong potential of realizing many of the above factors.



-Eric
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