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

To: kemble s. matter who wrote (146774)	11/8/1999 5:07:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Kemble re: Wait till the street figures out how much they plan to make on e-commerce... Kemble, dear sir, you are good at going right to the heart of why I will hold Dell till the cows come home. Investors that have been following Dell know what Dell's plans are, where they plan on getting their next 40 billion in revenue, and why it is believable. I can't say the same for the other PC venders. For them the question is what will be their niche or exit strategy. We know what Dell's new (raised, not lowered) targets are. 50% world market share of PC's, and 15% of the estimated $750 billion worldwide market for computers and related services. I have no doubt they will reach or exceed those targets. Cheers Mike