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

To: kemble s. matter who wrote (139992)	8/19/1999 10:46:00 PM
From: TechMkt	Read Replies (1) \| Respond to of 176387

Kemble, As usual, thanks for your thoughtful and reasonable analysis and commentary. I agree that China is DELL's ace-in-the-hole. I also think that expanded production facilities in Ireland, Brazil and TN will help catapult them further up and, more importantly, help them retain the same growth rate. Fez

To: kemble s. matter who wrote (139992)	8/19/1999 11:18:00 PM
From: Sig	Read Replies (2) \| Respond to of 176387

<<< DELL's growth in China is a cause for my excitement...Legere telling us "it's profitable" gives us all an indication that the unknown profit for the future is already working for us..>>> China has seemed far away, but things happen faster now. From 1mm to an incredible 30mm per day web sales (with lots of that in Europe. Then 29k Premier pages from a nearly 'standing start' cpirc.org.cn With Dell starting fresh in China with 4 times the population is a repeat possible- 30X the initial amount of web sales in two years? Many thought it would be impossible here or in Europe. And then on to Brazil. So here I tend to agree with Fez and would say its too early to say we must accept a lower growth rate for Dell. Sig

To: kemble s. matter who wrote (139992)	8/20/1999 9:31:00 AM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176387

Thanks Kemble re: DELL's growth in China is a cause for my excitement...Legere telling us "it's profitable" The quarterly report conference call stunned me by addressing every nagging doubt I had in Dell. Super stellar growth in China along with profit to me means that nothing can stop Dell. India with one billion people makes me doubly excited as a mirror of Dell's China success. In the conference call, M. Dell also observed that Dell's market share in the high percentage countries in Europe was repeatable in every European country and his observation (for me) was punctuated with the change in Dell's previous low growth in the German market. Moving Legere to Europe was a quick remedy to Dell's European growth "trouble" (less than cosmic). The writing is on the wall for Dell's price movement to reflect the stunning quarterly conference call revelations within the next 4 months (I include one more quarter to deal with the Missouri mules). With great elation, Mike