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

To: Craig Lieberman who wrote (76993)	11/7/1998 7:49:00 PM
From: Boplicity	Read Replies (3) \| Respond to of 176388

Thanks, I have been posting that we will have a price increase for DELL of 30% a year, way before M. D. 25% market share statement. My 30% was too large, quick math, in my head mind you <gg>, I see we will have only somewhere in the 20% range. I see investor getting unhappy once they come to realize the same thing. I can't believe there has not been more posting here concerning M. D. 25% market share number, on this thread. The spread sheet crowd should of been all over that with earning estimates. I know pat has a one, maybe you should direct your question to him. The big question that every DELL investors should have on their minds should be the following; Will new money coming into DELL be able to accept 20% price appreciation and will old money hold for that? I for one will have a hard time excepting that (my greed factor and desire to grow my money will get in the way, plus I'm spoiled by that market we have been having <ggg> ) when I see other stocks doing 50% 100% during the course of the year. DO not get me wrong, 20% is nothing to sneeze at, but I can do better. Greg

To: Craig Lieberman who wrote (76993)	11/7/1998 7:49:00 PM
From: Sig	Read Replies (1) \| Respond to of 176388

Re Future Dell earnings <<<< Can somebody tell me how to translate these kinds of revenue numbers into Earnings estimates?>>> One comment: Dell can presently buy back from 16 to 24% of the shares on the market when and if they have the money, so EPS may be higher than estimated. It was once computed that Dell (Corp) could own the whole company in just 5 years. (from Dell 10Q report) <<<<During the second quarter of fiscal 1999, the Company repurchased 22 million shares of common stock at an average cost of $18 per share. The Company is currently authorized to repurchase up to 100 million additional shares of its common stock and anticipates that such repurchases will constitute a significant use of future cash resources. At August 2, 1998, the Company had equity option arrangements that entitle it to purchase 58 million additional shares of common stock at an average cost of $26 per share at various times through the third quarter of fiscal 2000. The above share and per share information has been restated to reflect the Company's two-for-one stock split effected on September 4, 1998. >>>> Sig

To: Craig Lieberman who wrote (76993)	11/9/1998 12:30:00 AM
From: Doug Hubert	Read Replies (3) \| Respond to of 176388

>>"A 20 or 25 percent (market share) is probably about as much as we can have as a company in the next five years, without going to radically different fields," he added. << Looks like we have a LONG way to go - better pack a lunch!!! Can this be correct? Zacks 5 year industry growth rate = 21.5%. Dell currently has 9% market share. Given a basis of 100 for the entire industry, a 21.5% growth for 5 years equates to 264.77 basis points. 25% of this is 66.19 (which is where M.D. says Dell might be in 5 years). Given that Dell currently has 9% of the industry market, it starts with 9 basis points and has to get to 66.19 points in 5 years. This equates to 49.0% growth rate PER YEAR FOR 5 YEARS!!!! Even if Dell only gets to 20% market share in 5 years that equates to 42.5% growth PER YEAR FOR 5 YEARS!! Is there something wrong with my math, or is the train just pulling out of the station?? GO DELL