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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: mepci who wrote (159180)	8/4/2000 5:27:24 PM
From: D.J.Smyth	Read Replies (1) of 176387

it was a joke for goodness sake. should i say "joke" after each comment intended as such? i thought it was a reasonably understood joke. How many of us are willing to buy more today at 43. I am not. Are you? today? if Dell were sitting at $51 right now, how would that change your $43 question? since your question is hypothetically justified, my question is also hypothetically justified. the reason Dell is at $41 is because Kumar has determined Dell's revenue growth going forward is less than 30%. as you point out, revenue growth says little about actual earnings growth in the current chip environment. my answer to the above question would be, "yes certainly willing to buy more at $43 if Dell were sitting at $51 today." maybe Kumar needs to better understand where wireless in going in regard to the home and the interconnect of home appliances with the PC. IBM expects the Pervasive Computing market to be $230 billion in revenue by 2003. To what extent will Dell share in this market? Given MD's comments, I would say that Dell is no less behind IBM in this running space. This says nothing about Kumar's belabored PCs for this quarter.

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