Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sig who wrote (144391)	10/11/1999 10:37:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Sig, Hi!! I have this list of folks on my mail center that own DELL...quite a few... :o) Well, I thought you may enjoy reading what I just sent them: RE: To: kemble s. matter who wrote (144385) From: Sig Monday, Oct 11 1999 10:25PM ET Reply # of 144394 <<< its services business should eventually grow from about 11 percent of total revenues to as much as 50 percent, though he didn't specify when.>>> So if present revenue is $24 bil/yr and service part is $2 bil, and grows to 50% total then service would become uuuuuuuuum ah $12 bil or a growth rate of 600%. When gross revenue doubles to $50 bil( 2 years or who knows) service may be $25 bil/yr or a 12X growth. These are really gross figures which I have missused here to the extent that we don't know when the growth may happen. Still, somebody should notify the bears they have a major problem with an argument that Dell is now too large to grow at its historic rates. Sig Hi Everyone... Sig is an original member of the thread...a very close friend and someone who I enjoy listening to...Sig has done some math here...read his math closely...He is someone who has taught me many lessons on DELL...of the many....the most significant thing I can ever remember Sig telling me is: "he's never been right yet"...He's always low... :o) Best, Kemble