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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: calgal who wrote (137624)7/26/1999 2:08:00 AM
From: stock bull  Read Replies (2) | Respond to of 176387
 
Hi Westmoreland, re:<<What do you think? Is this enough good news for the Street? I would like to think so. Clearly, Dell is still growing faster than everyone else. Is that enough for solid future earnings growth? That will be one answer to my prayers. >> Although unit growth is strong, revenue isn't. Revenues are growing at just 5%...reason: lower sales prices causing the jump in unit growth. It looking more and more like a "whores market". Box makers trying to make up revenue through sales of peripherals, software, etc. See my message to Kemble that has a link to an interesting article on the subject.

Stock Bull



To: calgal who wrote (137624)7/26/1999 9:05:00 AM
From: Gabriel008  Read Replies (2) | Respond to of 176387
 
52% yoy unit growth and approximately 40% yoy revenue growth should be sufficient to keep DELL stock trading at over $40.


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