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

To: TechMkt who wrote (141685)	9/9/1999 5:07:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Fez, Hi!!! RE: Let's all remember that DELL's slice of the $38 billion market represents HIGH MARGIN sales...and we know what that does for the bottom line. YEP...another reason why I believe the revenues of DELL in the next five years will explode and bury even the most aggressive estimates... I keep listening to TMeredith's comments at the conference call..."leverage"...Those that understand the power of the DELL model should never sell this stock...The lake is bigger today than it was yesterday...And, DELL is continuing to steal more and more of that market share...This IMO is why Michael keeps harping on DELL growing at a multiple to the market...If we understand the power of the model and we know that the future of technology is in the infancy...He is consistently letting us know that DELL's upward revenue growth will flow for a long long long time... Best, Kemble