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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: Dennis who wrote (80232)	11/14/1998 5:26:00 PM
From: larry	Read Replies (3) of 176387

Dennis, DELL is still a fantastic company, no doubt about that. I still believe that CSCO & MSFT have the best management team by a wide margin partly because these guys know how to manage expectations. Everyone knows that CSCO is going to beat first call by a penny, so in usual cases they see their stocks rally into the report and trade higher after report. But I guess that DELL will learn the lesson soon simply because the days of 9-15% earning surprise are basically gone. But I do have a problem with DELL. THe PC market is at 160 billion this year and assuming that it grows 15% yearly (and consider price dropping), what will the market be for DELL in the next five years? And I also believe that PC is going to become a true hardware commodity, and the true growth has to be found on the internet. It's very hard for me to believe that DELL should command a 200 billion market cap in the next two-three years, and that's just one double away from the current price. larry!

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