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

To: rudedog who wrote (156151)	4/7/2000 11:56:00 AM
From: Sig	Respond to of 176387

Morning Dog: The only stock that has kept me from going ape in the last two weeks is Dell. What if one owned Msft as a core holding?-not good. And they are going to talk it up and down seemingly forever. I'm with Kemble all the way on Dell. Return to shareholders (in increased company value) is the clue. Have computed my returns over the years : 1995 =100% 1996=100% 1997 =66% 1998=500% Average is 200%/yr and 5 years=2000% vs Dell=1530% The leverage is in the Leaps, which I first bgt in 1997 after meeting Three at the shareholders meeting Despite a poor year, my present Leaps look as follows: WDQAG +66% WDQAH +97% WDQAI +57% If Dell can achieve a 10% share of the estimated $1 tril market by 2003, that would represent a growth rate of close to 50%, instead of 38% A 3% market share this year, 5% share next year, 7 % share in 2002, 9% in 2003. The present years value of outside investments (~3 bil) should grow a min of 100% a year, and without adding more funds, would grow to $24 bil by 2003. If sold, a $22 bil profit added to regular earnings, cutting the P/E enormously. But Dell is going to invest more !!! Allow only a 20% growth in the NAS, and Dell price in 2003 would be around $400/ share. (thats probably way low)G OK. so the Web stocks can do better if one picks the right one and can stand the volatility. Summary: Trust Kemble (hehe). The 2003 Leaps which come out around June, should be a hugely profitable investment. This takes a bit of faith, because other stocks will appear to blow away Dell gains. Its happened many times- aol, yhoo, qcom, jdsu. But when the fat lady sings Dell will still be in the ballpark after they carry away some losers. Sig