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

To: jim kelley who wrote (146748)	11/8/1999 10:26:00 AM
From: Mike Van Winkle	Respond to of 176387

Jim re: Actually, DELL's growth rate may be once again accelerating. Dell's win rate has jumped to over 50% this year and Dell has raised their world market share target from 25% to 50%. This is not a small point to remember or just a kemble dream. The driving force in win rate in the future will include a 50% drop in Dell's cost which is already half or better than the competition including Gateway. I would think that investors that have been following Dell because of real money on the table would be well aware of these details and connect the dots. Cheers Mike

To: jim kelley who wrote (146748)	11/8/1999 2:14:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Jim, Hi!! RE: While GTW's growth is not accelerating.The impetus from the opening of so many Country stores looks absorbed now as far as growth rate is concerned. And, this was predicted....long ago ...Immediately after the GTW's announcement... I believe the comment was: "These will become overhead"...Nice of you to remind us...of course ...in reference to Sig's comments ....Why haven't we heard this from an analyst? Thanks Jim... Best, Kemble