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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: Ibexx who wrote (143965)	10/6/1999 11:47:00 PM
From: Sig	Read Replies (3) of 176387

The bears took Dell down from 55 to 41 in Feb, which I thought was a bit low, because of only 38% growth in sales y/y. Today, after 9 months of growing at the typical 50%/year rate Dell is still ~ $43. Either the consensus stock price of $41 was wrong in Feb, or it is wrong today because if Dell grows only at a 40% rate( due to potential shortages) the stock today should be up 30% or around $52. Analysts predicted a growth rate of 19% in computers this year. They were wrong, it was 38% in the US. Analysts predicted a reduction in margins for Dell due to declining computer prices. They were wrong. Analysts predicted the 50% growth years for Dell were over due to sheer size of company. They were wrong. Summary: I don't have a clue as to whats going to happen tomorrow. But somebody, somewhere, is going to be wrong(G) Sig

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