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Technology Stocks : Dell Technologies Inc.
DELL 138.36+0.1%2:05 PM EST
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To: Patrick E.McDaniel who wrote (18371)10/16/1997 2:58:00 PM
From: jim kelley   of 176387
 
Patrick,

Quite possible given the phenomenal growth rate of NT shipments and the strength of DELL entry into that market with workstations and servers. Also, the Tilamook laptops may turn out to be a big plus. I understand that DELL is one of the few companies offering this product and the other companies may be sitting on senescent product.

Have you taken into account the cost of adding infrastructure to DELL to support this growth? This cost factor threw me off last quarter by a .04 ( I recall).

If your number is correct then DELL should trade in the range of
$ 123 to $ 140 per share next month. Also, this wouuld put to rest the "slowing growth" bear argument for yet another quarter.

Jim K.
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