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: jim kelley who wrote (145523)	10/21/1999 4:41:00 PM
From: Alohal	Read Replies (3) \| Respond to of 176387

Jim Re: "I think DELL will likely get close to $40B by 2003, and could hit $50B - as long as they put substance behind the promises, something they have been good at doing in the past" Actually those numbers look pretty conservative. If Dell grows revenue by 30% annually, by 2003 they should hit about $74B!! 1999 = 26B 2000 = 33.8B (26B x 1.3) 2001 = 43.9B (33.8B x 1.3) 2002 = 57B (43.9B x 1.3) 2003 = 74B (57B x 1.3) The lowest projected growth in revenues I've seen so far is 30% over the next 3-5 years. Am I missing something hers? Are these estimates too rosy? ASnyone have ant thoughts. Cheers Alohal

To: jim kelley who wrote (145523)	10/21/1999 4:54:00 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Jim - It is hard to justify your lack of "substance" issue I said just the opposite - here's my words again - "as long as they put substance behind the promises, something they have been good at doing in the past" I don't mind arguing with you but it's harder when we already agree... <GG> BTW I said in an earlier post that they could hit $50B in that time by maintaining 40% growth - I think that is a high side estimate but doable... 30% seems more likely to me.