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Technology Stocks : Dell Technologies Inc.

DELL 138.80

-2.7%

Nov 11 3:59 PM EST

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To: Sig who wrote (159266)	8/8/2000 7:19:16 PM
From: kaka	Read Replies (1) of 176387

Sig, Re: Even if revenues are down slightly as Kumar speculates, it will make next years Aug better percentage wise. Kumar said more than that. He speculates DELL's future growth will decelerate even more than the lowered bar of 30% as management said DELL would grow. DELL said for a company their size to increase revneues by 40% each quarter would be like adding a fortune 500 company each and every quarter. Wonder if MSD ever heard of a company called CSCO. One article said DELL might do 22% this earnings period. That, plus a deceleration to sub 30% growth just might be a kiss of death to dell. Barrons wanted to give CSCO the same kiss a few quarters ago when some erudite analyst stated that CSCO just can't grow at the rates it has in the past. The stock tumbled and has been flat since that article. Well, 4th quarter last, CSCO grew revenues 48%; today they showed a 60% growth in revenues. The Barrons writer missed the first grade lesson when the teacher was doing greater than; less than exercises. Will he ever be acountable for his "speculation"? Never. Now it is DELL's turn to perform. Kaka

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