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

To: larry who wrote (80104)	11/13/1998 8:43:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

I completely agree with you about MSFT's price. Even with the DOJ issues, I am often tempted - but sitting on my hands FOR NOW. Anyway. If DELL grows to 20% of the PC market in the next 4 years while the market is itself expanding at 17% yearly rate, then DELL's annualized growth comes to approx 43% (DELL has 9% market share now). More of this will come earlier, I believe, so I am optimistic of a 50% growth next year. With the mix of products shifting towards the high end (I personally believe that NT servers will be rather popular in small and mid-size companies and the storage business of course is exploding) aided by stock buybacks, 60%+ earnings growth rate seems doable. So, what is wrong with this picture?