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Technology Stocks : Dell Technologies Inc.

DELL 119.99

-2.2%

1:14 PM EST

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To: mrknowitall who wrote (65449)	9/14/1998 1:32:00 PM
From: Chuzzlewit	Read Replies (2) of 176387

Mr. K, I'm not sure if this factor is in your evaluations: Replacement. It is. All that I'm looking at is the growth of the overall computer market. If you sell 1 million units this year, and 1,150,000 next year it makes no difference what proportion is replacement, and what proportion is new. I hope nobody construes these points as being bearish. I certainly am not. I am simply trying to temper some unreasonable enthusiasm. When Dell announces new markets which will support hypergrowth owing to its business model I will once again become unreasonably enthusiastic. TTFN, CTC

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