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

To: Sig who wrote (65521)	9/15/1998 9:10:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

biz.yahoo.com Combine Lucents estimate of telecom growth with Dells 4+ times industry growth rate, major price reductions by Intel which Dell is best positioned to take advantage off, the active support of the Chinese government in building phone/internet lines, added computer sales to replace non yr2k compliant computers, and Dells ability to maintain if not increase margins, the increased stock buyback program and new plants and new server products and storage systems and sales of HWP printers, and etc......... IMO Dell can easily maintain a 60% OR HIGHER growth rate for the next two years. The key, as the Cat says, will be margins, and Dell is just about the best there is at maintaining margins. Michael knows that good employee morale is critical to doing this and has therefore made them all all shareholders(hehehe) Looking backward from the 1999 shareholders meeting, it will not matter whether the Dow is then at 7000 or 11,000, Dells price today will look like a monstrous bargain. SES

To: Sig who wrote (65521)	9/15/1998 11:19:00 AM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

News from China- 4.25 million PCs to be sold in 98,Growth 40% YOY. 'morning Sig: Here is something to think about,I am sure a few of these will be Dell's from the new plant. ============================================== Sorce:Xinhua September 9, 1998 (BEIJING) -- China's personal computer sales will lead the global computer industry in 1998, according to a recent report. An estimated 4.25 million PCs will be sold this year in China, representing an annual growth of 40 percent over 1997, sources from the Ministry of Information Industry said. Sales are expected to top RMB160 billion (US$19.28 billion). A report from market research company Hui Cong predicted that China's PC market will maintain growth of more than 40 percent in the next two years, bringing the total market to 8.3 million units by 2000. It added that China's home PC market will also maintain its growing momentum. In 1998, 1.27 million home PCs are expected to be sold, compared with 540,000 last year. Beijing and Shanghai lead the country in home PC penetration, with 6 percent of households owning computers. The figure indicates huge potential for family PCs, given that the comparative figure in the United States exceeds 20 percent, experts said. The development of China's software industry is also boosting the PC sector. China's software market is expected to be worth more than RMB30 billion this year, acting as a major catalyst to PC sales.