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Technology Stocks : Dell Technologies Inc.

DELL 122.92

-3.9%

Dec 18 3:59 PM EST

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To: Jim Patterson who wrote (48136)	6/18/1998 6:02:00 PM
From: Meathead	Read Replies (3) of 176387

Jim, what the Dell bears are forgetting is: What if sales growth is being underestimated. There are even more issues out there that could seriously enhance Dell's ability to grow revenue and earnings faster than currently anticipated. I am even more positive that once it becomes guaranteed DELL will be #1 in all market share categories by 2001, the stock price will reflect this with a minimum PE of 40 and $5/shr earnings resulting in a $200/shr target minimum. DELL is a hardware company, a technology enabler, an asset management company, a TCO reduction partner, a savior to businesses who need to compute to compete. Today's PC's are already obsolete... that's not a commodity. Are there static and dynamic commodities? What is the definition of a commodity that is constantly evolving and facing obsolescence every 12 months? What is the definition of a commodity that bears little resemblance to itself 3-5 years earlier? I'm helping develop next years offerings. You aint seen nothin yet. Maybe the stock will trade at 60 times earnings that are 100% higher in 12 months. It may be 70 times 150% of todays earnings in 14 months. Maybe 200 times todays earnings in 18 months. We know how well DELL runs things when growth is not-so-strong... witness Q1. What if BA is actually entering into more large volume contracts with Dell as we speak? What would an increase from 55% unit growth to 65% unit growth do to the bottom line? What if the grew from 7% market share to 10% market share by the end of this year? What if they grew to 14% next year and 20% the year after that? What if they not only succeeded into growing enterprise and notebook business to >50% of their revenues but managed to sell mainly high-end desktops and increase overall ASP's while the rest of the industry is declining? This is their plan you know. What would that do to the stock? What if they exceeded their plan expectations? What if they continue to be the only PC company that can deliver consistent and predictable earnings growth quarter to quarter, year to year? What if they continue to execute on their share buyback program? What would that do to the stock? We know what that would do to the stock. These are the questions that haunt me... MEATHEAD

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