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


To: Kayaker who wrote (49743)7/3/1998 1:41:00 AM
From: jbn3  Read Replies (1) | Respond to of 176387
 
re 3 to 6 times market growth

Thank you, Bob!

I am much more comfortable with "3 to 6 times" than with "5 times"! I can equate that to "> 3 times market growth" with some assurance of DELL meeting expectations. Appreciate your assistance!

DELLish, 3.



To: Kayaker who wrote (49743)7/3/1998 2:07:00 AM
From: jbn3  Read Replies (3) | Respond to of 176387
 
re 5 times industry growth rate

My thanks to John, Bob, and Mark N.

Here is the URL, which was in an IBD interview with Michael DELL...
exchange2000.com

and the quote...
IBD: What does the entrance into enterprise computing mean to your company?

Dell: Dell's been growing quickly across its entire business, but that's been most obvious in the server and enterprise business. Last quarter, the enterprise business grew (about)180%. With the new products, we are broadening the breadth of the market we can cover.

We're doing all this by bringing unparalleled efficiency and value to the market using our direct model. That's why you see Dell growing at five times the growth rate of the market.


From context, I would suspect that the "5 times" rate refers to the server and enterprise business as opposed to overall growth. But then, I prefer to err on the cautious side and to be pleasantly surprised when I'm wrong.

Thanks to each of you who contributed effort in the response.

DELLish, 3.