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Technology Stocks : Dell Technologies Inc.

DELL 124.39

-7.0%

10:40 AM EST

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To: calgal who wrote (153849)	2/14/2000 10:55:00 AM
From: kemble s. matter	Read Replies (1) of 176387

Leigh, Hi!! The growth rate of DELL's units is only one area that Michael is discussing here...The service numbers that Kevin Rollins discussed this summer and the out of box ventures still unveiled will turn DELL into a multiple revenue growth area corporation...Michael has highlighted four areas for growth...Only the global expansion concerns the units...BTW...I believe the units and ASP will increase...The server facilities are surely a physical reminder that PC's are not the only source of revenue we should be looking forward to...Let's not forget that only 5% of the servers are presently in place for what the world will require by 2004...and these will all be obsolete by then...The bandwidth revolution and add ons will only add to the cost of ownership...DELL may soon be selling ad ons...The AOL deal is still something I haven't figured out yet...Michael was questioned about this at the conference call and he steered away from it rapidly...Revenues from units as we know it today will be one sector...DELL will be a growth company with various revenue inflows... Best, Kemble

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