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Technology Stocks : Dell Technologies Inc.

DELL 140.77

+1.4%

3:59 PM EST

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To: Michael Bakunin who wrote (109256)	3/12/1999 8:58:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Well there you go, Michael! I gave you a hypothetical on why investors invest. Now since you agree with the general model (not the growth rates or the discount rates -- those were purely fictional to get the dialog off dead center) the focus ought to move to the perceived growth of the company's cash flows. It is my conviction that Dell's recent moves have repositioned the firm from a consensus 35% per annum growth trajectory to a more more dynamic situation. The evidence is clear that Dell has launched a multipronged marketing offensive aimed at the high end: (servers and mass storage), and the lower end (inexpensive PCs), and finally at the retail market (through gigabuys). There is considerable speculation at this point that Dell may take over IBM PC assembly and distribution, plus Garielle Dubois has indicated that the gross margins are like to expand by about 1% due to the elimination of royalties to IBM. Considering the fact that Dell is positioning itself for a very nice future and that your put options are wasting assets I would think your sleep might be a bit troubled. TTFN, CTC

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