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Technology Stocks : Dell Technologies Inc.

DELL 130.49

+0.4%

3:59 PM EST

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To: Uncertain Walker who wrote (80604)	11/15/1998 11:50:00 PM
From: rudedog	of 176387

Brian - why don't you write some out-of-money covered calls on your shares? Wouldn't I have an ordinary income liability from this? I must admit I'm not too sharp on the tax impact of the various strategies. what's your estimate of Dell's growth for the next 12 months and the next 3 years? This is just a swag and not backed by the kind of intelligent financial analysis that other contributors make. I would put revenue growth at or near 50% next year, dropping into the 40's in 2000. EPS growth in the low 40's next year, dropping to the high 30's in 2000. I base this on a rough trend analysis and my personal opinion on the impact of a slowdown in enterprise penetration on margins. These are very early thoughts, I'm still testing a lot of my assumptions.

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