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

To: Chuzzlewit who wrote (139538)	8/17/1999 5:16:00 PM
From: stockman_scott	Respond to of 176387

<<Now, the question is what will Dell be using its huge cash hoard for?>> Chuzz: Very good question....I'm sure this will be a topic of discussion on DELL's conf. call and in future meetings with analysts. Best Regards, Scott

To: Chuzzlewit who wrote (139538)	8/17/1999 5:19:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Chuzz,..Re:. But we must temper our enthusiasm a bit, because revenue growth is now 42% per year, and we can expect that growth to diminish as Dell captures more market share. Kind of hard to temper enthusiasm with nuggets like below. <g> In the last month of the quarter, Internet sales to Dell customers reached $30 million per day, representing nearly 40 percent of company revenue and an $11 billion annualized run rate. Dell's online sales were double the combined revenue of the other top 20 internet shopping sites, as measured by Media Metrix. dell.com Thanks in advance for your more thorough analysis coming later. Best, Lee