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Technology Stocks : Dell Technologies Inc.
DELL 129.24+0.7%Dec 26 9:30 AM EST
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To: K. M. Strickler who wrote (31011)2/25/1998 12:09:00 AM
From: Mr. Miller  Read Replies (2) of 176387
 
Yeah.

I did serious DD, and found that GTW had been patterning(almost exactly) DELL's success up to the third quarter 1997. I mean, it was if you were watching DELL four quarters ago. Look at post #1873 on yahoo message board under GTW to see what I mean.

Then GTW went down because they had a charge from an acquisition and dropped the ball on inventory.

They rebounded well this quarter and are now 5 quarters behind DELL. I am not saying they can pattern DELL exactly, but I am saying that DELL had a market cap of about $7 billion as of about October/November 1996 when they posted revenues of $2 billion with about $140-something million in earnings. Well, GTW has a market cap of about $ 7 billion and just did $2 billion in revenues, though earnings were no where near $140-something million.

I am invested in GTW because I think their chances of getting to $42 billion market cap in 2 years or less(6-fold increase) is more likely than DELL going up 6-fold from here in that same timeframe.

GTW has new management in the AT&T defector which will only help, and many products highly esteemed by the PC World magazine.

BTW, I am not saying DELL will not increase its value. I am merely asking if GTW can survive and do as well as DELL has done while DELL continues its stellar performance.

Thanks.

Miller
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