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

To: Lee who wrote (59534)	8/19/1998 12:58:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 176387

Lee, what is really exciting about Dell's performance is that it was accomplished in the face of price cutting by its competitors and severe weakness in the Asian economies. I could only imagine what will happen when Asia rebounds. But let me lay out a best of all possible worlds (a la Dr. Pangloss) scenario. The slowdown in Asia has allowed Dell to establish a firm Asian foothold -- sales actually grew by 34%! This means that Dell will be in a position to reap huge sales as Asian economies rebound. In the mean time, I think it is likely that HWP may withdraw from the PC market and focus instead on servers. Something else to consider. A 15% growth in computer sales over the next decade implies a quadrupling of computers. That may be much lower than what will actually occur. Third world countries entering the 21st century will require 21st century technology to stay abreast. Therefore, I look for a lot of incremental growth coming from east Europe, cenrtral Asia, South America nad Africa. That could easily add another 2-3% growth for the next decade. TTFN, CTC