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

To: kemble s. matter who wrote (168023)	12/9/2001 8:26:19 PM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

Re:Kemble-All we can do is wait and hope we are correct-They arn't making anymore DELL's worldwide or America's-We have the greatest country and a country store/DELL which sells the shovels to keep AMERICA appropriately up to top tech speed and from now on-and world-wide!What is that worth-who knows?

To: kemble s. matter who wrote (168023)	12/9/2001 8:45:15 PM
From: rudedog	Read Replies (4) \| Respond to of 176387

Kemble - Splits? $100 Billion? Please, get a grip. The PC business is shrinking, not growing, and the whole market may not be $100B in a few years. DELL is struggling to maintain FLAT revenues. Sure they have unit growth but ASPs are falling faster than units are growing. See last earnings if you have any doubts. They will be doing well to get to $50B in 5 years - that would require growing revenues by better than 10%, something that seems unlikely in a flat environment with falling prices. That's not the kind of performance that would grow the stock price significantly. I know you are always looking for the silver lining, but I think DELL investors need to set their sights a little lower. I will be surprised and delighted if I see a 10% annual return, and am expecting something more like 5%...