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

To: Roger A. Babb who wrote (36432)	4/2/1998 10:33:00 PM
From: Fangorn	Read Replies (1) \| Respond to of 176387

Roger, You are now the latest in a long line of shorts to dodge Paul's question. Congratulations.

To: Roger A. Babb who wrote (36432)	4/2/1998 10:34:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

So, what are your estimates for Dell's cash flow? And what is the quantitative measure of risk you wish to attach to those cashflows and how did you arrive at those numbers? Paul

To: Roger A. Babb who wrote (36432)	4/2/1998 10:55:00 PM
From: jbn3	Read Replies (1) \| Respond to of 176387

re DELL's growth Roger, you said ...first we should examine the prospects of that growth continuing at the present rate. I don't think it will, I expect it to flatten over the next year. ... Could you explain why you expect DELL's growth to flatten over the next year? In terms of overall PC market growth in the US and worldwide, as well as growth of market share, likewise in th US and worldwide. You might also wish to address the aspect of revenue and earnings growth. I am not saying you are wrong ... yet. But if I say that I expect the sun to start rising in the West next month, you should have the right to ask me what leads me to that conclusion before you join my parade. Regards, 3.