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


To: Chaz who wrote (59695)8/19/1998 10:53:00 PM
From: kemble s. matter  Respond to of 176387
 
Chaz,
Hi!!! <<I normally respond to Patrick, but I knew you would get a kick out of this. I always receive from my broker analysts' updates on DELL right after earnings. Kevin McCarthy from DLJ wrote: "... unit shipments increased 74%, nearly 6 times the industry growth rate. At this current rate of growth, Dell will represent nearly 80% of the world wide PC industry in 5 years....">>

Well, what do we do about that?? <<ggg>>...I can recall a time not toooo long ago that I predicted Dell being 50% of the world market in five years...even had a few skeptics....but, I don't doubt anything Dell accomplishes....Dell doesn't even know what share they will have...but, one thing is for sure...whatever they predict publically...they're "misleading and deceiving us"....Dell underestimates their success publically....this is the reason Michael talking today had me reeling...his attitude and look was filled with con fidence.... Never bet against that look....I've seen it thousands of times .....it is a winner!!

Best, kemble

Best, Kemble



To: Chaz who wrote (59695)8/19/1998 11:04:00 PM
From: Patrick E.McDaniel  Respond to of 176387
 
Chaz, almost like clockwork we get a Dataquest/IDC report after GTW reports or one month before Dell earnings.

About October 14th.

Pat