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


To: kemble s. matter who wrote (140009)8/20/1999 7:15:00 AM
From: TechMkt  Read Replies (2) | Respond to of 176387
 
Kemble, Sig,

I believe DELL CAn grow at it's past historical rate at least for a few more years. That is what I meant in my postings. Sorry if it confused anyone.

DELL still has a only a small market share worldwide and opportunities such as the IBM outsourcing idea can catapult them quickly ahead.

My point is that many of the pundits are saying "DELL is great, but they can't keep growing THIS fast". I believe even Ashok Kumar said this a few days ago.

I think DELL CAN grow EARNINGS above 50% for some time. They continue to do so from great efficiencies, including the Internet. Revenue growth, I beleive, will pick as more high -margin items become available like RAMBUS, 8-way servers, Merced and Gigabuys expansion.

Sorry to rush this, but I have to get to work.

Fez