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Politics : Ask Michael Burke
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To: Mary Cluney who wrote (46883)2/13/1999 1:02:00 PM
From: gbh  Read Replies (1) of 132070
 
Mary, couldn't agree more. Most here feel its either do or die with DELL. I sincerely doubt that that's how things will play out. One of these years DELL will turn in a terrible y-o-y stock performance. Perphaps only a 10 or 20& year, instead of 200 or 300% year. Might even turn in a slightly down year. This will mark the end of their hyper growth phase, the longest sustained of any company in history (well, that I can remember anyway). After that, we DELL longs will have to be happy with continued 20 to 30% a year, or look elsewhere. But to think the company will completely fold up shop as a growth company is silly. Way to well run.

Gary
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