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

To: calgal who wrote (153817)	2/12/2000 9:02:00 PM
From: Ed Forrest	Read Replies (1) \| Respond to of 176387

<<"[Wolf's] downgrade earlier this week probably set the near term low in the stock," says Dan Niles>> Is this the very same Dan Niles that was so reviled a while back?Wait and watch and you'll see Wolf upgrade and Niles reverse position as soon as the money is right.Flip- flop,pump and dump and the games continue.Anyone ever really wonder why DELL ran to over 50 at the end of last year?Sure wasn't earth shattering news that moved it.Inexplicable was a word used by one analyst to describe the movement.Yeah right.My point being not wise to get too high on upgrades or too low on downgrades. Kemble,good to see you so upbeat and with nary a singe from all the flamethrowers.

To: calgal who wrote (153817)	2/12/2000 9:24:00 PM
From: Sr K	Respond to of 176387

Could Dell have just 10.5% ww PC unit market share in "1999"? 11.9/112.7 - 10.56% According to estimates from market research firm IDC, worldwide PC sales will increase 17.6% this year, from 112.7 million units in 1999 to 132.6 million in 2000. In the unlikely event that PC prices were to stay level and Dell's 32% growth were to come entirely from its PC line, the 32% growth would mean an additional 3.8 million PCs sold in 2000 (IDC figures it sold 11.9 million last year).

To: calgal who wrote (153817)	2/13/2000 3:55:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Leigh, Hi!! RE: Looking at growth expectations for the global PC market, one wonders how Wolf reached his assumptions. According to estimates from market research firm IDC, worldwide PC sales will increase 17.6% this year, from 112.7 million units in 1999 to 132.6 million in 2000. In the unlikely event that PC prices were to stay level and Dell's 32% growth were to come entirely from its PC line, the 32% growth would mean an additional 3.8 million PCs sold in 2000 (IDC figures it sold 11.9 million last year). If IDC's numbers are correct, Dell's growth would account for about 19.1% of industry growth ? a far cry from the 55% that Wolf suggests. Let's see....Wolf vs. MSD "I HOPE YOU ALL BELIEVE AS PASSIONATELY AS I DO THAT THERE IS ENORMOUS UPSIDE FOR OUR BUSINESS AND OUR SHAREHOLDERS. THE PC MARKET WILL EXPAND FROM APPROXIMATELY 130 MILLION UNITS IN 1999 TO ABOUT 220 MILLION UNITS BY 2004. TODAY WE ONLY HAVE ABOUT 9% UNIT MARKET SHARE. IF WE WERE TO INCREASE OUR SHARE TO 20% BY 2004, WE WOULD BE SELLING ALMOST 47 MILLION UNITS PER YEAR!" And, this comes from the guy who's philosophy is to "underestimate and then over achieve"... Do the math someone...DELL has some incredible years ahead... Best, Kemble "