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

To: Jonathan Quick who wrote (37526)	4/11/1998 12:53:00 PM
From: Tweaker	Respond to of 176387

Mohan, >>In the current climate I'd strongly suggest you think twice about paying so much for earnings that may not be as robust as they have been in the past.<< I don't know what price you paid, but I am in at $6 a share. Phil

To: Jonathan Quick who wrote (37526)	4/11/1998 1:17:00 PM
From: Mohan Marette	Respond to of 176387

I've seen the future and it is at +55% for DELL. <gg> Jonathan: I am certainly not going by the past but the future,I just threw in the past to indicate the consistency of the growth rate,that is all. Consider also this, Europe is kicking ass,the new plant in China will be on line in a few months,sales of high end servers and workstations in the U.S are smoking and competitors at this point are engaged otherwise,there is no evidence the competition is even remotely close in emulating DELL in JIT and BTO models,as their strategy is half-ass and bifurcated.Need I go on??? -------------------------------------------------------------------- Source: news.com Speaking at an analysts' briefing in New York today, Dell Computer's (DELL) CEO and other company execs said that annual unit sales growth rates will be solid for the next two years. "We believe growth rates in the industry will exceed 15 percent between now and 2000," Dell said. In addition, Dell predicted that his company will handily exceed that growth rate. For the past few years, the Texas-based direct vendor has taken share from competitors and grown faster than the most of the industry. In other words, even if industry demand slows, Dell will continue to surge. "What we're looking at whether it turns out to be 14 percent or 18 percent is a matter of indifference to us," Dell chief financial officer Tom Meredith said, "because we're driving at a multiple of that." This is good enough for me. PS: I am already in the stock many moons ago.