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To: Lee who wrote (56779)8/6/1998 5:30:00 PM
From: SecularBull  Respond to of 176387
 
Lee, your points are valid, and also point to the better prospects for DELL. I was addressing negative possibilities regarding Asia and Europe and Latin America.

Can DELL maintain the 65% growth rate in Asia? I think it's very possible, but not a certainty. Also, watch for currency problems that may appear.

Europe looks strong right now, no doubt. My concern is that Asia may spill-over to Europe and Latin America.

We just have to watch all of this, because if the US market is the only one DELL is growing in, the multiple cannot be supported.
I think we're doing fine, but we can't ignore the negative possibilities.

Regards,

LoD