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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Mark Peterson CPA who wrote (126452)	5/18/1999 11:20:00 PM
From: LemurHouse	Read Replies (1) of 176387

Well said, Mark. I just read the reports and I see no changes in the fundamental reasons why I bought this company in the first place. I'm quite happy with 45% yoy EPS growth. Not to mention rev growth at 2.5 X industry rate; 2nd place worldwide market share; growth to 2nd place mkt share for notebooks; and 2nd place USA share, 3rd place worldwide share for SERVERS; with room to run in all above markets. 97% rev growth in higher-margin enterprise systems products. $4 Billion in cash/equiv Inventory turns every 6 days ROIC of 189%. Management team that is staying the course with superb execution of a superior business plan. I mean I know we've been spoiled and all, but seriously, what's NOT to like here? I've been long in DELL for three years, made a considerable pile of money in it, and see no reason why this party won't continue. Am quite happy staying long until I see some more serious changes in the fundamentals. Cheers to all DELL threaders.

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