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

To: jim kelley who wrote (151781)	1/22/2000 5:11:00 PM
From: rudedog	Respond to of 176387

Jim - re: If DELL merely matched the INTC unit shipment growth rate it would yield 32501.05= 3412 k units.* This is a very good point given that GTW obviously got starved for processors, and vendors further down the food chain, such as the white box guys, got hurt even worse - the spot market for PIII pretty much dried up completely and most distributors were quoting 8-12 weeks... so who was using all those processors? DELL has done well at predicting and then hitting growth - but only a few months ago I predicted on this thread that DELL would be over $26B, they may hit their prediction but miss the enhanced expectations that have been built into investors' minds.