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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

Nov 19 3:59 PM EST

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To: Lockeon who wrote (98918)	2/13/1999 6:20:00 PM
From: BGR	Read Replies (1) of 176387

Lockeon, I had a discussion with CTC on this issue; he used the 30-35% number for the 5-year EG rate which I feel is an underestimate. I am instead going by the oft-quoted estimate that in 4-5 years DELL will to have about 25% market share. The market is growing at 17% (approx.) and DELL has 9% market share (approx.) today. This means that DELL has to grow revenue approximately 45%/year. For the past few years DELL has grown revenues at 50% (approx.) and earnings at 65% (approx.) on the average. From that, my estimate for DELL's forward EG is about 55-60%. Hence the discrepancy. My assumptions, of course, could be completely wrong. -BGR.

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