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Politics : Formerly About Applied Materials

AMAT 207.05

-7.3%

9:30 AM EST

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To: Ian@SI who wrote (29478)	4/11/1999 5:12:00 PM
From: Stefan	Read Replies (1) of 70976

1. DELL made its earnings number. Companies like DELL are priced priced on the basis of their growth potential. You should always be looking out for any signs of the growth slowdown in my opinion a lower then anticipated sales is an important sign. In light of the CPQ missing their earnings if DELL is executing better then CPQ one would expect DELL not only meet but exceed estimate sales. 2. Direct sales model is eating market share, PC retailers are losing to Ian before you declare indirect channel dead please explain to me how was it possible for an upstart like Emachines to grab a market share? 3. In its annual analysts conference Wednesday and Thursday, Dell confirmed that it would continue to grow at 3.5 to 4 times the rate of the rest of the industry; and that it would meet both earnings and sales estimates. Good point. What do you thing that means when the growth is negative? Does it meant that DELL's growth will be negative 3.5 to 4 times of the industry? Laszlo is playing the momentum like most of the bulls will see what happens when all the bids disappear.

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