Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: D.J.Smyth who wrote (156613)	4/27/2000 3:47:00 PM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

Darrell re: b) improved manufacturing processes have begun to show up on the bottom line... The list is appreciated. Thanks. Which processes were you referring to in item b)? In h), Europe is in trouble (businesses run by root-bound bureaucrats with protectionist labor unions in tow) with slow PC growth being a symptom of their slow embrace of technology. Dell will need to use a pry-bar but I think things will start to move now. With i), when do you expect real broadband roll out (I guess I am in the roll out doubters thinking it is still 2-3 years away). My expectation is Dell will hang in around the low 30% growth range from here without a P/E expansion. Too conservative? Any thoughts? Best, Mike