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

To: Sonny Blue who wrote (19847)	10/30/1997 11:29:00 AM
From: Meathead	Respond to of 176387

Sonny - Dell has added a tremendous amount of mfg capacity, therefore they don't have all the parking lots full 24hrs/day like they used to. In 2-3 yrs, when they exceed $20B annualy, you wont be able to find a place to park once again. As for the DFO being any kind of indicator as to how well sales are doing, well, thats about as ridiculous as it sounds. Your few visits to the DFO at various times of the year will not be able to uncover any world wide sales trends. DFO is like the PC Goodwill of Austin, kinda like charity. It's not a moneymaker for Dell, just a old hardware disposition site. Dell may temporarily be a momentum play to the downside, maybe even 50 like you fear. But the truth is this company will continue to crank out yr/yr growth rates that far exceed the overall industry. Have you seen the latest IDC numbers? MEATHEAD