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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

3:59 PM EST

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To: SecularBull who wrote (36959)	4/7/1998 4:49:00 PM
From: Mark Sanders	Read Replies (2) of 176387

LONGonDELL, Dell's prospects for growth are still in tact, I agree. However, 50%+ growth in an arena which is competitive to begin with can't continue forever, and it will not. Can others imitate the "Direct Model"? Not right away and indeed CPQ is only in the first steps of moving toward that model. So whereas the solid growth and revenue will continue, maintaining the same percentage of growth, year over year, will not be possible. To grow 50% in one year and continue the same 50% growth in a subsequent year, a company must actually grow 225% of the first year's revenue! How long can this continue? Forever? Certaintly not. Mark

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