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

To: Meathead who wrote (160763)	9/16/2000 10:23:05 AM
From: mepci	Read Replies (1) \| Respond to of 176388

M: So the wizeman's (meant with admiration) prediction is no less than 70 in 4-6 quarters. I can live with that. Guerillas need meat to keep on growing. Once you bulldoze your way through in the market without sacrificing the depth, you want to keep on bolstering the depth. So the attention really need to be on the earnings growth at this point. Why? With $9B spare assets that are really not needed to bolster the traditional markets, better place ton invest is in Ventures and financials. At traditional minimum returns of 12% that is another $1B addition to earnings. Minus 40% for taxes that is more than .03 per share. If the returns grow to 20% and taxes are handled properly, that alone should grow to 10cents/shr range. That gives the luxury of more spending in R&D and sales. So I expect cycles of earnings growth and revenue growth. I am not a dellhead as traditionally recognized. I do see that this company has the best prospects of making me money LT or ST. As per the current prices, general market conditions has a lot to do with it.