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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: stockman_scott who wrote (73087)	10/21/1998 1:10:00 AM
From: rudedog	Read Replies (1) of 176387

Scott - DELL is currently selling 700 servers/day and quickly ramping up to sell 4000 servers/day. Those numbers can't possibly be right. Their 2Q run rate had to be closer to 200 a day. 4000 a day would give them half of the server market. Current data says they are at about 3%. Put it another way - 4000 servers a day generates revenue of over $14 billion, all by itself. does that seem reasonable for Dell? I'm sure we all have faith, but there are limits... Something seriously wrong with those numbers.

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