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Technology Stocks : DELL Bear Thread
DELL 149.13-2.1%Nov 6 3:59 PM EST
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To: JRI who wrote (2444)2/23/1999 12:24:00 PM
From: The Phoenix   of 2578
 
I absolutely agree that consumers that do not currently own PC's will be more apt to once they see the value of the internet - brought to them by low cost residential gateway devices. But these consumers will be purchased low cost <$800 machines - a market that DELL doesn't play in. DELL is now begining to target this lower end market and with it margins will slim somewhat. The business market - DELL's traditional market will also see some softness after y2k is behind us.

So, I believe that DELL is a great franchise, but I also believe the 50% growth days are over and DELL will begin to fall more closely in line with market growth rates going forward. I'd expect 35%-40% growth rates over the next year, shrinking to <30% after 2000. JMO

OG
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