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Technology Stocks : DELL TA ONLY

DELL 152.40

-1.5%

3:59 PM EST

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To: JRI who wrote (112)	11/16/1998 7:58:00 AM
From: Greg Jung	Read Replies (2) of 202

You will have to quote the NBR interview transcript to convince me he didn't say 20-25% yearly growth in revenues, for the next five years. I heard it myself more recently than your memory. He may have bigger ambitions, of course. As to 25% sequential, thats a more distant memory and probably due to my faulty memory of a USRX boast. I think you should learn to live with a 25% growth rate. The industry itself will certainly not achieve that rate very soon, so it would still be a formidable accomplishment. If that makes you uncomfortable to be looking at a "mere" 25% growth rate then you know the reason for the current price decline. Greg

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