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

To: hdl who wrote (162119)	10/14/2000 8:03:45 AM
From: Bill Jackson	Read Replies (1) \| Respond to of 176387

Hdl, Well the task of integrating the sellers files with the states file and collating the clients sales so they assemble all the mail order sales from all states to each client in each state will be a huge task...but it has started. retailers above a certain size now file electronically in many states. The states now have the right to the name and address of each retail buyer and they can give that to other states. It is a huge database problem, but there is so much money in it for the large states that they are pursuing it relentlessly. The courts allow the states to charge a use tax on all goods that are imported into the state from anywhere. This use tax is the same in size as sales tax. As for Dell getting the biz? I am sure they will get a large share of it. As for market expansion. Cars have a lifetime of around 12 years before being melted down. that means there is about an 7-8% replacement market in cars. On top of this is the growth. Cars are mature and growth is like the economy...2-4%. Computers have about a 5 year life-death cycle, so there is a 20% replacement market added to growth of around 5-10% at this time(domestically) There is export growth into less mature markets and segment growth into servers etc and dell should be able to keep growing as time goes by, albeait at a lower rate. I do not feel they will grow 30% next year. 15 or so...a decent rate is more likely. Bill