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

To: kemble s. matter who wrote (158111)	6/24/2000 6:13:00 AM
From: Boplicity	Read Replies (2) \| Respond to of 176387

Kemble, Hello how you doing? You will love this.. Message 13938636 Greg

To: kemble s. matter who wrote (158111)	6/24/2000 3:35:00 PM
From: Mike Van Winkle	Read Replies (2) \| Respond to of 176387

Hi Kemble, my simpleton thinking on Dell is as follows: Look at the lower left hand corner SI chart for 2 years. Take a ruler and trace a line on your computer screen with a felt tip marker, you will see that Dell from January 1999 to now has risen at an annual rate of only 20% (I looked at the red trend to smooth out the big climbs and plunges to draw my line). The reality of this trend is amazing given that Dell has been adding plants and people during this time at a blazing rate of +50% growth. Couple this fact with Dell's unceasing push for radically improved manufacturing efficiency (such as latest Nashville lines for laptops put them now on par with desk tops) as well as Dell's blow out rise in % internet sales, says to me that Dell revenues and earnings are set to surprise a few. The stock price trend will then have to adjust. Somebody will probably come along and throw beer all over my simpleton thoughts saying something about ASP's, perceptions, the stock price catching up, lower expectations, but I keep looking at Dell's continued +50% rocket expansion and move up the PC ladder to work stations, servers (with IA64 due), the firming of ASP's, Y2K gone, what component shortages?, troubled competitors that can no longer justify competing at a loss. I am going to wait and see what happens while holding on to a few K Dell shares, while rocking in my chair and hiking up the mountain. Best, Mike