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

To: jim kelley who wrote (79396)	11/12/1998 8:39:00 PM
From: JRI	Read Replies (1) \| Respond to of 176387

Jim- I haven't listened to the CC yet, but I have heard at least 2 things already that I like a lot: (1) MD is (supposed0 saying that Dell is targeting 50% annual growth (I am assuming he means revenue here, and not units or earnings)...I also saw (in one other article posted recently) that he had said this to an analyst recently... This is the first that I have heard MD say specifically "50%"...Anyone, please correct me if I'm wrong......if he (indeed) is referring to revs, that is very exciting indeed.....Add your own fudge factor..But if the target is 50%...I would not bet against him.... If Dell grows revs at 50%....we may indeed see continued margin expansion in the future (enterprise greater portion of overall sales, more & more internet, etc)....so, EPS would, logically, be expected to continue to grow above 50% each quarter.... (2) MD (supposedly) predicted 17% (overall PC annual) growth rate for the next 3 years....He was also quoted stated this a few weeks ago... Excellent... Although, IMO, it is clear Dell's share price is going to start appreciating at growth rates closer to its earnings growth (rather than at 00-200%)...the case is still very bullish for (much greater than the market) appreciation for the stock....30? 40? 50%? More? Who knows.... IMO, Dell will still command a premium (above growth rate), even if rev growth slowes into the 40's....look at the more mature tech bellweathers...PE's have stayed very high (even with lower growth)...

To: jim kelley who wrote (79396)	11/12/1998 9:16:00 PM
From: Techie	Read Replies (1) \| Respond to of 176387

Jim have we previously met on the Amati thread? Message 6399308

To: jim kelley who wrote (79396)	11/12/1998 9:57:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

What is with this guy anyway. Jim: What the heck is he talking about-this is the first time they haven't blown away the numbers-he says,sheeesh!Well hello. As far as I can remember Dell has always done almost exactly the same ie beat the consensus by a penny or two. ..'This was the first time they haven't blown away the numbers," said Ashok Kumar, an analyst for Piper Jaffray. "Long term the company will be clearly one of the winners, but what kind of valuation do you give it. The expectations are unrealistic." The valuations or the outlook haven't changed any either,man would somebody please give him some tandoori or something to shut him up.