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

To: Mark Sanders who wrote (36915)	4/7/1998 2:06:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Mark, I would like to know your projections of DELL's revenue and profit growth rate. thanks, Jim Kelley

To: Mark Sanders who wrote (36915)	4/7/1998 5:45:00 PM
From: Mazman	Respond to of 176387

Mark, If I recall correctly from recent broker estimates, Dell is anticipated to grow 40%-45% for the next few years, that is, at 3x-4x the rate of the rest of the market. Therefore, though the overall rate of growth may be a slightly less robust than in the past, it will still be strong enough for it to add significant market share. And the company's growth in particular markets (Asia, servers, high-end desktops) is expected to be well in excess of 50%. Dell seems to run its business like a well-managed baseball team. Right now it's getting big production from a few key stars. But its also planned wisely for the future, and is bringing along several young phenoms that are ready to step in perform when called on. So though Dell's lineup may be slowly changing, its ability to win consistently is not. Baseball (and Dell) has been very, very good to me. Mazman