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


To: jim kelley who wrote (145534)10/21/1999 5:40:00 PM
From: Alohal  Respond to of 176387
 
Jim & Rudedog: Thanks for reminding me what FY we are in!! Must be Y2Kunfusion on my part!!<VBG> Still, it is kind of mind boggling to think about revenues @ 57B in about 3 years and 74B in four! Even if margins fall as they get into the consumer market, that still = $1.75 EPS 2003 and 2.37 EPS 2004, even @ just 8% margin! Dell will remain a core holding of mine for a long time unless something changes radically with the co.

Great finish today. Looks like investors do get it, (even if some analysts don't!) that IBM's problems are closely tied to their "big iron" accounts. Also looks like the funds were in there buying Dell like mad today, they know a sale when they see one!
thomsoninvest.net

Cheers
Alohal