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

To: Patrick E.McDaniel who wrote (144078)	10/7/1999 4:33:00 PM
From: JRI	Respond to of 176387

Pat....46B by next year ain't gonna happen (unless you are talking calender year 2001/fiscal year 2002) or Compaq, HP, and IBM drop out of the PC biz.... Next year, a more likely target is 35-36B...35-40% rev. growth from around 26B this year...

To: Patrick E.McDaniel who wrote (144078)	10/7/1999 11:55:00 PM
From: kemble s. matter	Respond to of 176387

RE:FYI. I have Dell next year at $45.7 billion in revenues. Could it be next year they are talking about? Is it possible I am low by 10%? Stay tuned boys and girls for the next exciting episode of "DELLMAN"! Hi!! Hey...we all know that DELL predictions are always low...really they are "deceiving" to some of us longs.. :o) I trust your numbers Patrick...but, you are by far waaaaay under some of the "estimates" of where DELL has already taken us...so, if we can use a DELL "underestimate and then overachieve" factor of 10-15%....We should be able to add a mere 5% more for the Patrick Factor... :o) BUY DELL Best, Kemble