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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: David E. Taylor who wrote (130253)	6/1/1999 10:09:00 PM
From: Ian@SI	Read Replies (1) of 176387

So I wonder which reading of Rollins's comment is correct?? Was it an ambiguous statement, or is it just ambiguous reporting?? Yes. Actually, last quarter was over $5.5B or almost a $23B run rate. With growth of the business at 40+ %, it will double in less than 2 years. So Rollins could have been giving a very conservative estimate as usual. Growing overall revenues by about $20-40B would also be a fairly conservative range given all the new initiatives and new markets that Dell has entered. And growing the eCommerce portion by $20B is equally ambiguous. Regardless of how you interpret it, Dell's growth will significantly exceed the sum total of the dreams for every dot.com company trading on the NASDAQ. Ian.

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