Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: larry who wrote (15320)	11/11/1998 12:08:00 PM
From: RealMuLan	Read Replies (1) of 18691

<<I have done a thorough research on DELL for the past 5 years and it has been a long time since they reported a Q over Q earning growth of more than 20%. If they can grow earnings at a 20% Q over Q clip, they will grow their earnings at a 100% year over year rate. Can DELL do so in such an environment? I don't think so.>. Good point. I especially noticed that Dell recently has spent big bucks on TV advertisement, redesigned catalog, etc. Why they do that now? They have never done that before and still has had higher than other growth rate. My gut feeling is that their high growth rate is in danger. And because their higher price, they are losing market share now. They will have to reduce their margin, and price, in order to compete with others for the regular consumer market. Those easy corporative market has been filled. Now they have to compete for individual consumer market. A lot of DELL bulls put huge expectation on Chinese market, but I would say they will have a difficult time to get much profit out of it.

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