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: calgal who wrote (145503)	10/21/1999 1:31:00 PM
From: kemble s. matter	Respond to of 176387

Leigh, Hi!!! RE: How are they going to get to 50%? Michael said he would the others out of business.. Forever it appears now...DELL has been flat...during these times many misperceptions have developed...The euphoria of previous runs no longer immerses the plans of DELL....Well, IMO DELL management long ago decided they could continue to grow at very high levels...obviously, these large plans require a long and complicated planning period...We're not only in this period but also finding ourselves in a PE reduction due to the rapid expansion of the past...The runs will resume some day....The revenue growth areas that DELL is expanding have tremendous potential...Some I believe could even expand their PE...Take for instance the Premier Pages...One can get lost imaging what they may be able to do with 27,000 plus corporations and all their employees who are LOYAL to DELL... :o) Leigh, I've posted many times some of the quotes from management that IMO are alluding to their future...I'm very optimistic...For some patience is the only missing ingredient during this period of growth... We all know that DELL surely can't grow forever at 50% plus...yet, I believe they have plans to grow at this rate for five years...I know some would question this but I can't ignore what historical information I have in my "bibles"...I do not profess to know a lot about DELL...but, I surely know that if they tell us something it surely will come true...If we really keep a close track of their quotes and predictions...we would long ago have discovered that they always "underestimate and then overachieve"...Until they lose my trust...I'm there! Best, Kemble