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

To: PAL who wrote (81305)	11/19/1998 10:38:00 AM
From: Lee	Read Replies (1) \| Respond to of 176387

Paul,..Re:. It seems that for the first time the train is leaving without Dell on it Dell train is just building up steam, we're in the pre-heat stage. This efficiency makes it easier to obtain warp speed once we leave the station. <vbg> Regards, Lee

To: PAL who wrote (81305)	11/19/1998 10:46:00 AM
From: Mohan Marette	Respond to of 176387

Oh hi Paul: Looks like we may have to wait for the InterNUT segment to cool off a bit before we see some action in DELL.Oh it will happen alright,give it a a few days.

To: PAL who wrote (81305)	11/19/1998 11:32:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Compare & Contrast - DELL vs Competition (CPQ,HWP,GTW,MUEI,IBM) Paul: While we are waiting at the station,may be we should take a look at Dell and its competition and see how DELL looks compared to its peers. (Source:Morningstar) 1-Year 3-Year annualized DELL Revenue Growth 58.87 52.51 Net income growth 82.24 88.73 Earnings/share 93.94 88.87 Equity 60.42 25.64 Proj. 5-year EPS growth ( % ) 30.21 ------------------------------------------------------------------ Compaq Revenue growth 22.86 24.94 Net income growth 40.74 28.86 Earnings/share 36.78 20.51 Equity 29.34 26.63 Proj. 5-year EPS growth ( % ) 19.19 ------------------------------------------------------------------ Gateway Revenue growth 24.99 32.57 -56.20 4.59 Net income growth Earnings/share -56.39 4.69 Equity 14.04 35.24 Proj. 5-year EPS growth ( % ) 23.15 ------------------------------------------------------------------- Hewlet Packard Revenue growth 11.65 19.73 Net income growth 20.61 24.95 Earnings/share 19.92 24.33 Equity 20.22 17.63 Proj. 5-year EPS growth ( % ) 15.38 ------------------------------------------------------------------- Micron Electronics Revenue growth 10.81 67.94 Net income growth 95.73 33.23 Earnings/share 91.67 26.92 Equity 60.02 75.04 Proj. 5-year EPS growth ( % ) 21.83 -------------------------------------------------------------------- IBM Historical Growth Rates ( % ) Revenue growth 3.37 7.02 Net income growth 12.28 27.40 Earnings/share 19.96 33.78 Equity -8.38 -5.41 Proj. 5-year EPS growth ( % ) 12.06 ------------------------------------------------------------