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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: kjhwang who wrote (137518)	7/24/1999 4:38:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Now the new stars are the internet companies with 100%+ revenue growth sustainable, until proven otherwise, a la messr. AMZN. Do you know what happens to companies like AMZN when sales level off? They go broke because their COGS is higher than their revenues. Do you know why they are solvent now? Because they collect revenues faster than they pay for their goods. That's why they must grow sales to remain solvent. And they rely on stock options to pay for their salaries and wages (so it doesn't appear on the income statement). And can you imagine what will happen when the stock price starts to seriously erode? They will reprice their options and accelerate dilution. I think that Amazon.com is the next Boston Chicken. TTFN, CTC

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