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Technology Stocks : Dell Technologies Inc.

DELL 133.18

-0.1%

Nov 28 12:59 PM EST

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To: Mike Van Winkle who wrote (146677)	11/6/1999 8:02:00 PM
From: jim kelley	Read Replies (2) of 176387

Mike, I really can not emphasize enough the importance of the revenue gains this quarter. The IDC numbers point to at least 7.2 Billion in revenue for the quarter. This is a huge number given that last quarter was 6.1 B and last years quarter was 4.8 billion. This amounts to a 50% YOY growth rate. Far greater than 37 % growth rate factored into the revenue projections. The Prudential projections called for 6.6 billion this quarter. CSFB is calling for 6.8 Billion. DELL should come in way ahead of forecast. What does this mean?(rhet.) It means that DELL has been breaking through the lines of the competition. It looks like DELL's growth rate is only limited by their production capacity and perhaps their ability to scale management and employees while maintaining quality. If DELL were to come in at 17 cents and it was attributable to the memory pricing problems then it is not important since is a transitory problem. The revenue gains, however, are enormous and may continue in Q4 without the memory pricing problem. The heat is on the competition. DELL is clearly unstoppable at this time. Regards, Jim Kelley

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