Dog:
Guess I am a bit more optimistic on Dells revenue future
than some here.
Only 20 days until Jan3 2000. Those computers sold before Jan'
1999 all one year older well used 200-400MHZ. Before year is out
800 mhz, rambus, high speed buses, more than double the old average
storage. 1 GHZ processor speed coming up.
Portable market growing fast, lighter weight, double the battery life, larger clearer LCD's,instant-on with idle voltage.
Mom and Pop stores, 5 and dimes, who have non-compliant
computers may find their re-order systems not working, record
dates wrong. I expect big orders for computers to flow in after Jan 3
Large customers planning to upgrade or replace will find
much new software, including Linus, available thru the Dell
Premier pages.
Incredible demand for servers and storage when large Web
sellers find how much Christmas trade they missed because
of being unable to handle the traffic/customers.
And Dell services will have to grow as fast as the company
or 40%?
So while all this is going on, I doubt that Dell can find any
un-used factory space to produce other goods.
And the stock price? Well, I don't see it falling and therefore
Dell forms the original basis of all I have been able to do
with this market and still appears exceptionally solid.
It permits me to venture off into stuff like Qcom and ride that up while Dell is idleing along.
IMO Dell at $100 by Dec 2000 should be no problem.
Trying to consider the impact of all the agreements, contracts and consolidations going on ($22 bil with IBM, LCD's with Samsung?, Rambus production contracts ( how much did Dell contract for?), earthquakes, component shortages results in confusion and gives bears numerous reasons valid or not to churn the stock.
Dell went from $18mm/day to $35mm/day on-line sales in what period?
IMO 40%+ growth is achievable
Sig
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