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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: JRI who wrote (139410)	8/17/1999 12:27:00 PM
From: Mike Van Winkle	Read Replies (1) of 176387

Evolution (gradual change) vs revolution (no change then big change) in Dell stock price is the question in my mind going forward. My WAG is the later for periods less than a year and the former for periods greater than 18 months. I don't see any more old Dell style revolution in price growth for long term, just a slow 40% yearly stock price growth rate <G> On longer term issues at the heart of real business: 1. What is the real story in German market growth, and does Dell have a good short term fix for it? 2. Why has Dell ignored India for so long and do they really see the error of their ways? 3. Does Dell need to compete with the Korean low quality computer products to compete in Asia/China/India? Any thoughts? Mike

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