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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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12:59 PM EST

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To: SecularBull who wrote (105034)	2/25/1999 3:16:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

LOD, I appreciate your remarks, and it is always wise to diversify. I found this tidbit very interesting from the Merrill report: He [Steve Milunovich] said PC industry revenue growth has slowed to 3-5 percent per year -- due largely to falling computer prices -- but market researchers are forecasting an acceleration to double-digit growth over the next several years. I wonder whether folks on the Michael Burke thread have seen this. First it claims that revenue growth has been in the 3 - 5% range -- not the negative growth repeatedly floated by Burke and his acolytes. Second, it is predicting a reacceleration of revenue growth to double digits. This looks like a pretty bullish perspective to me. TTFN, CTC

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