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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: Chuzzlewit who wrote (115551)	4/9/1999 12:08:00 PM
From: JRI	Read Replies (1) of 176387

BTW-Kumar is looking for unit growth of 53%, revenue growth 40% (to 5.5B%)...about what you are looking for...being the optimistic sort, I look for Dell to grow revs in the 42-43% y-o-y (to 5.57-5.6B) range, but 45% would certainly seem to be too much to expect, especially given some (overall) weakness in the quarter....IMO, for the short-term stock price, Dell can not afford this quarter to grow revenues (again) y-o-y at 38% or below......I think management knows that, and has aggressively gone for revenue growth this quarter...(even at the expense of profit growth).. Inflation data is just unreal here....for all of us, that is BIG, BIG news...dead inflation means high PE stocks will look more & more attractive (or less scary, whatever the case may be...)

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