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


To: JPR who wrote (64902)9/10/1998 10:35:00 PM
From: Tweaker  Read Replies (1) | Respond to of 176387
 
Future China PC sales:

nikkeibp.asiabiztech.com

Future back to school sales:

businesswire.com



To: JPR who wrote (64902)9/10/1998 10:41:00 PM
From: Raymund W  Read Replies (1) | Respond to of 176387
 
That's crazy!



To: JPR who wrote (64902)9/10/1998 11:06:00 PM
From: ace al  Respond to of 176387
 
JPR,Thanks, been trying to figure out about how many shares needed for each of my daughters to get them off to a good start financially.
Looks like 50 apiece would work. What an inexpensive way to help a child invest in his/her future!!!!!! GO DELL !!!!

AL T



To: JPR who wrote (64902)9/11/1998 1:12:00 AM
From: Ken Beal  Read Replies (1) | Respond to of 176387
 
75-100 shares at the present price.

Wow, that's pretty aggressive -- you feel Dell will grow faster than it has in the last 6 years? Encouraging words.

See my reply, techstocks.com -- I arrived at 260 -- but even so, your guess is just about one stock split away from mine. ;-)

Cheers,
KenB



To: JPR who wrote (64902)9/11/1998 1:05:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
JPR, I think you are engaging in self-delusion. Sometime back I showed mathematically, that Dell, growing at three times the market rate of growth for the PC market could sustain it's growth for a maximum of around 10 years. This assumed a current market share of roughly 8%, and market growth of 15% per annum. But to understand what that calculation means, you must understand that it implies that Dell becomes a monopoly, and controls 100% of the PC market. To my mind, that means that Dell could continue hypergrowth for approximately four more years, at which point it would control around 20% of the PC market.

The implication is clear. In order for Dell to experience hypergrowth beyond the next few years requires Dell to find new products and new markets. Its recent announcement that it will be entering mass storage is one such step, but others will be needed. That's why I asked the question the other day about the extensibility of Dell's business model.

TTFN,
CTC

P.S. splits do not add to shareholder value. Owning two five dollar bills is not worth more than owning a single ten.