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


To: Patrick E.McDaniel who wrote (145794)10/26/1999 12:41:00 AM
From: Sig  Read Replies (1) | Respond to of 176387
 
<<<Dell could post significant upside surprise in rev. growth.>>>
Pat, the value of recent contracts indicates some real serious underestimating of the true growth of the computer industry.
If CPQ is planning to sell equipment containing $20 bil
worth of memory chips in the next 5 years, and Dell is growing at several times the industry rate then what must be the plans
that are 'in the works' at Dell?
Well Ok, there are a lot of people in China, and India, and SA

Sig




To: Patrick E.McDaniel who wrote (145794)10/26/1999 12:43:00 PM
From: kemble s. matter  Read Replies (4) | Respond to of 176387
 
Patrick,
Hi!!
RE: Kemble, Warburg Dillon Read says preliminary September PC shipment
data indicates Dell could post significant upside surprise in rev. growth.

VERY interesting ...and you well can imagine I'm very pleased to hear of positive news from an analyst....BUT, you're avoiding the "real news" I wish to hear about your conversation with someone in Nashville...
That's what I'm reaaalllly interested in....

:o)

Best, Kemble