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Technology Stocks : Dell Technologies Inc.

DELL 121.54

+0.8%

11:08 AM EST

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To: TechMkt who wrote (140017)	8/20/1999 8:50:00 PM
From: kemble s. matter	Read Replies (2) of 176387

Fez, Hi!!! RE: I think DELL CAN grow EARNINGS above 50% for some time. They continue to do so from great efficiencies, including the Internet. Revenue growth, I believe, will pick as more high -margin items become available like RAMBUS, 8-way servers, Merced and Gigabuys expansion. I like to think of the technology world as a lake...but, every year that lake becomes considerably larger...As to when I think it is an ocean is still an opinion...DELL is 10% of that lake today...Their model is unstoppable...their management's strategies just may be unstoppable also...The revenue growth opportunities that they foresee is what I am referring to...I have heard that folks at DELL can't use the words: "the model" enough...No, I don't we can either..Tom Meredith told everyone listening Tuesday that the leverage of this model could basically push anyone off a cliff they wished to push...Growing at 50% for five years I believe is very possible...That lake is growing faster than DELL...and you all are aware of how fast I think DELL is stealing market share. Best, Kemble

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