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

To: K. M. Strickler who wrote (44256)	5/22/1998 12:18:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

RE: Full 'load' on Visual Suite is 2G. Video capture is 20M per minute A friend of mine is in the Video business, he has a 17BG Raid array. It reads from 4 drives at one time to produce broadcast video. It is impressive. It ain't no desktop, and cain't nobody work it but him and a few uther fellers in his shop. RE: <<<So, DELL can't maintain 60%! What would you consider to be 'acceptable' rate when compared to the others>>> This is one point on DELL that I think many of the DELL heads miss. It is not DELL's performance relative to others. It is DELL's performance relative to expectations. If DELL shows signs of a slowing growth rate, it will be reflected in the stock price. Surely you can understand that If a stocks growth rate drops from 50% to 35% there will be a change in valuation. It is not that 35% is bad. It is that 35% is bad when it was 50%. Everyone compares. There are thousands of stocks out there. If growth is slowing from X to X-10% and the stock has had a great run, then there may be another stock out there that has x% to x+10%. That one should get a better valuation. One thing I have learned, especialy having had favorites like Dell is to so many, Once a STOCK starts to deterioate, the companies performance matter very little. The Stock price falls and money leaves. If you stay, you end up loosing money. That is all there is to it. I am not saying that DELL's stock is starting to deterioate based on 3 days of trading. But DELL, having missed the whisper number, could be in the most early stages of this phenomonon. Jim