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

To: John Koligman who wrote (168390)	1/13/2002 2:30:46 PM
From: Sig	Read Replies (1) \| Respond to of 176387

<< On the other hand, anyone that made it thru this tech market is most likely a keeper.>>> Thats about my attitude so I keep some Dell around. Have been trying to estimate what Dell can do for next few years. Very little to use for a reference, its unique. Many would say the same as a csco, intc , or msft. Probably so, but can it do better? 20% rev. growth /yr seems achievable, which makes it a solid stock. But i always look for more. <G> Revenue doubled one time in 2 years, but going from 18 bil to 32 was not quite a double in last 2 years. Earnings will have to increase. Can happen several ways, with big sales of the P-4's the high end product. More servers, more service. With techs going up, Dell Ventures should be doing well and may improve investment earnings. If it wasn't living beside dead or dying whales in the PC market, Dell would be higher today. They say making the first million is difficult, the 2nd comes easy. I cant conclude much useful about Dells immediate stock price, but I would expect great things by 2005 Sales around $100 bil, plus $12 bil cash and investments. To get there must assume that Dell does some things well,and makes better use of capital for instance. I plan to keep the stock, hang on to some Leaps, and then attack by buying the 2005 Leaps when they come out about June. Sig