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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: jjs_ynot who wrote (2528)	7/18/1999 2:28:00 AM
From: Bilow	Read Replies (1) \| Respond to of 2578

Hi dave s; Dell revenues, quarter over year ago quarter: Fiscal Year 1998 1999 2000 ---- ---- ---- Q1 \| 58 51 41% Q2 \| 66 54 Q3 \| 58 51 Q4 \| 55 38 Note that the past two quarters carry the lowest growth rates of the past two years. Their next revenue numbers should be out in mid August? Great site for historical revenue data on stocks, I think: tscn.com But it's going to get worse. Look at the latest company news: Dell Computer Corp. (Nasdaq:DELL - news) executives Friday predicted their company would be a survivor in a contracting PC industry and vowed they would aggressively enter the market for Internet access. dailynews.yahoo.com The industry is in trouble. The investors think the company is going to thrive. The company actually just plans to survive. Also note that DELL has announced that the PC industry is going to contract. Incidentally, the same link says: Dell's stock has been stagnant in recent months, partly because of concerns that its sales growth may be flagging. The announcement of a divergence into the internet business, (remember this is the company that used to brag about how they were too smart to deal with customers that need a lot of hand holding) is a sure sign that the company can no longer keep up its >50% growth in its usual business. This indicates a full market niche, right from the horse's mouth... -- Carl