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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

Nov 18 3:59 PM EST

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To: James R. Barrett who wrote (105641)	2/27/1999 7:15:00 PM
From: Ian@SI	Read Replies (1) of 176387

Jim, GDP growth is optimistically estimated by very few to be 6%; by many to be about 4%; and by the pessimists to be about 2%. Dell growth is estimated optimistically to be 50%, by many to exceed 35% and by the pessimists to be about 30%. Do you accept that Dell will grow faster than the economy itself? And, if so, what makes you think that Dell might only be a market performer? ... and for how long do you believe that it can grow 10 times faster than the economy yet remain a market performer? Ian.

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