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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: GVTucker who wrote (157127)	5/12/2000 4:56:00 PM
From: D.J.Smyth	Read Replies (1) of 176387

GV I agree with Mr. Kumar, it was an exceptional quarter, but beyond $55 the valuation is too high, at least for the next few months. I wouldn't let expectations get too high what valuation tools are you utilizing to come to this conclusion? expectations for the stock haven't been high for over 15 months. in that time Dell's business has increased over 70%. from it's stock high 15 months ago (of $55) Dell's stock price has gone nowhere. at what point does your "valuation" model begin to factor the expected premium growth from Latin America (Americas), Asia, and increasing demand from Europe? don't you think that analysts, and Americans in particular, have little to no understanding of the booming PC business occuring in the Asias and South America? Most American investors couldn't tell you where Brazil is let alone how many people currently live there relative to demand potential. most analysts have consistently underestimated the PC growth south of our border as well as the growth in the Asias. instead they focused on Europe - overestimating growth there; then having to trim their estimates once the real numbers came public. what does this say about accurately estimating "corporate demand"? India has 3X the population of the U.S. yet only 7% of the PC base. the same goes for China. how do you estimate growth into these population settings? do you believe, as do many analysts, that the income base in India and China still can't support the purchase of a computer? i read two months ago that the average wage, plus tips, of the restaureur and hotelier in Beijing is equal to the the average wage of those in the same business in the U.S. China has more skyscrapers going up now than any country in the world. India's standard of living has doubled in the past three years. Mexico's as well. How do we factor in these demographic changes that are constraining the parts platform?

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