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

To: Lee who wrote (64158)	9/8/1998 1:28:00 PM
From: Fangorn	Read Replies (1) \| Respond to of 176388

Lee, LT and the other perennial bears remind me of the guy who figured out that birth was always fatal EVENTUALLY so he decided to stay in bed and died of thirst four days later twenty feet away from a dripping faucet. I know for a fact that our planet is overdue for an asteroid impact on the scale that finished off the dinosaurs but until I see one coming it isn't going to effect the way I live or invest. Thinking about that possibility (asteroid impact) and my own almost certain demise (almost because science is pushing all the time) do keep me loyal to the adage BE HERE NOW!!!

To: Lee who wrote (64158)	9/8/1998 1:35:00 PM
From: Jim Patterson	Read Replies (2) \| Respond to of 176388

Lee, RE: It seems that a general premise that the bears like to articulate is the global slowing of PC sales; however, articles like the one Greg posted this morning show PC sales in Japan up nicely. I only read the first paragraph of the posted link. Here are the facts. PC Unit growth: 28% 1995 22% 1996 18% 1997 13% 1998 Est. Combine this with falling ASP's, and the slowing in PC revenue growth is more dramatic. Some Ests are for flat PC revenue growth for 1998. This is the fact that the bears keep refering to. DELL has even changed it's own forcast for PC unit growth for 1998. In Feb, the number was 18%, it is now in the 12-13% area. Numbers are from memory and may not be exact. They are generaly close and illistrate the point of this post. PC unit and revenue growth rates are and have been slowing. Jim