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

To: Jim Patterson who wrote (37369)	4/9/1998 4:25:00 PM
From: KENNETH R SANDERS	Read Replies (1) \| Respond to of 176387

JP>>>>>>'What we're looking at whether it turns out to be 14 percent or 18 percent is a matter of indifference to us,'' Chief Financial Officer Tom Meredith said, ''because we're driving at a multiple of that.''<<<<<<<<<<<<<<<You mean that all we have to look forward to is (2X14-18%)or (3X14-18%) or(4X14-18%). Man what a CHEEP(tomorrow I will tell you how to spell this word)stock<G>

To: Jim Patterson who wrote (37369)	4/9/1998 4:30:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

RE: Growth Rates A quick check on the WW growth rate of PC shipments in the 3rd quarter showed a 16.24% growth Y/Y. In that quarter, DELL grew at 3.71 X that rate. Not bad! If DELL's new estimate holds up we can expect to see a growth rate in units of about 56% Y/Y. In fact, this could be higher due to loss of marketshare by CPQ. With a tilt toward higher margin products such as notebooks, servers and workstations this years growth rate in revenue and profit could be a repeat of last years. So, JP get a grip on yourself before people start calling you Chicken Little.