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

To: rudedog who wrote (157128)	5/12/2000 5:12:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

rude The references to "enterprise growth" which include laptops and workstations are just a silly attempt to make it look like DELL has shifted more of its business to enterprise. The reality is that they are still at about 17% enterprise - in other words, about 80% in the PC sector. oh come on. your definition of the "PC sector" obviously doesn't fit their definition. if you want to redefine "PC sector" why not redefine the sale categories of pickles and cucumbers while you're at it; they're both cucumbers aren't they? why not have one category and call it cucumbers. Once people understand that the guidance has not changed from the lowered expectations presented at the beginning of the year, and that DELL still needs to do something to develop their enterprise business faster to make their numbers for the rest of the year, we will be lucky to hold 50 what you mean to say is that once people arrive at YOUR understanding of guidance. let's see Rude. you've been saying this for nearly 15 months. yet Dell's business has grown 70% in that time. isn't this as much about rationalizing your own stock price expectations as it is arriving at a proper valuation? i can rationalize that 15 months ago Dell was "too high" at $55 relative to expectations - yet Dell still managed to grow its business 70%. or more properly, analysts were busy "rationalizing" Dell's stock price down even while Dell was growing their business 70%. what happens by yearend when Dell again manages to grow their business 30% YOY? what "rationalized" thinking will they arrive at then to keep the "rationalized" game alive?