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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Suresh who wrote (98999)	2/13/1999 10:51:00 PM
From: Sig	Read Replies (1) of 176387

<<<assuming industry grows at 17% and DELL at 50% (I am assuming DELL has 10% market share now). DELL will have approx 33% after 5 years DELL will have approx 73% after 8 years >>>> IMO One more year of present Dell performance will do just fine. Calculating anything beyond 1 year has the following problems: 1. What is the growth rate of the Internet business arena in which Dell participates? Far greater than the 17% estimated for computer segment alone ( perhaps 10X that rate) 2. What products will Dell be producing/selling in two years White boxes--->computers---> servers---->mass storage----> web sales of peripherals----> wireless computing items???? 3. Will Dell remain one company, spin a division off, or perhaps buy another (not likely).? 4. IMO Dell will continue to provide computing equipment world wide and has been hard-pressed to keep up with demand. But that does not prevent branching out into other areas when the time is right. Summary: The size of the future market area for Dell is unknown. The present growth can be maintained in the near future because many new plants are 'in the works', with demand being such that Dell has even considered a new plant location in the US despite the construction now in progress on 570 acres in Austin, in China, in Ireland, in Brazil. Yet it will be done one step at a time, and the next step is to beat the $0.31 estimate defined by some ^^%%$ analysts. That's important for one day to us shareholders, but irrelevant to the future of Dell. I have confidence in, the gentlemen from Austin and their organization who will have produced products with a value of about $5.4 bil in the last 3 months quarter. May the Force be with them. Sig

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