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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: jim kelley who wrote (136949)	7/17/1999 10:27:00 PM
From: Meathead	Read Replies (2) of 176387

Re: They clearly pointed out the main directions that the company is taking for the future. They cited 4 focii of growth: 1) Enterprise 2) services 3) Global expansion 4) Consumer PC's. Jim, I find it refreshing that someone actually pays attention. I believe that out of enterprise, storage alone would be a $40B market. Services, $550B, PC's $250B. Servers and workstations I don't recall... may have been rolled up into the PC numbers. Add it all up and were looking at a ~$850B revenue pie to go after. And some are questioning Dell's focus in these areas. Am I missing something here? Yet, everyone is full of excitement over Dell becoming an ISP. Yes, it's necessary to support share gains in the consumer segment, but by itself, it pales in comparison to the market just for NAS and SANS storage! Is anyone confused by this? It's simple. American households = 100M Monthly ISP fee = $20 Total possible yearly consumer revenue pie in America if every house, condo, trailer, apartment used and paid for internet access... $24B. I see massive consolidation here in the near future. MEATHEAD

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