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Technology Stocks : Dell Technologies Inc.

DELL 140.77

+1.4%

Nov 12 3:59 PM EST

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To: Skeeter Bug who wrote (115622)	4/9/1999 4:09:00 PM
From: Alohal	Read Replies (2) of 176387

Skeeter, fascinating. Did you happen to notice that in each of these referenced sites Dell was described in very favorable terms as continuing perform well, showing 89% growth in market share. Also, Dell's market share at 4% would be an easy triple to 12% in the next 18-24 months. I surely do not mind have three slices of a pie that is either shrinking slightly or showing slowed growth, especially when we are talking about revenue growth and I have the most efficient operation in the sector and a reputation for executing with near perfection. With the huge slowdown in Asia and Latin America for the past 18 months, I would have been astounded if revenue growth had not slowed (fewer foreign sales, cheaper components from Asia and so on). I think where we might differ is that you see this slowed growth as permanent and I don't. Or perhaps it's just a matter of our time horizons, mine perhaps being somewhat longer than yours. I would be interested in your comments. TIA and aloha.

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