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

To: stock bull who wrote (95596)	2/6/1999 8:27:00 PM
From: Uncle Frank	Read Replies (4) \| Respond to of 176387

Attention Bay Area Dellheads (we're B.A.D.): Arthur Pritchard and I have been planning to get together to watch cnbc and SI on Tuesday afternoon when the earnings report is issued (though he may decide to go to Roundrock so the little data packets won't have as far to travel). It should be historic! If any of you want to join in, respond to this post or send me a PM. We have the following logistical considerations: 1. What city to meet in? 2. What cafe to have it in? We need some place that will reserve an adequate sized table or room, has cable so we can watch cnbc, and will let us use a phone line (unless someone signs up to come who has wireless internet access). 3. What to wear? I'm leaning towards my new Dell hat and t-shirt. 4. How rowdy to get once Micheal sticks it to the analysts who dissed him last November. If we get a large enough crowd, I'll call Good Morning America and see if they'll tape it and run it right after Dorine's segment <g>. I'm looking forward to responses from you B.A.D. folks. Dellionaires and dellionaire wannabes are welcome. Uncle Frank I will repost this several times to make sure everyone gets notified.

To: stock bull who wrote (95596)	2/6/1999 8:47:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Sorry, that was poorly expressed. I should have said that the rate of price appreciation is well in excess of the rate of increase in free cash flow per share. Either investors are expecting an acceleration of cash flow, or they view long term interest rates as dropping in the near future. Neither of these scenarios makes much sense to me. Consensus long-term growth (from analysts) is 30% per annum. My estimate is 42% per annum (which is a cheat, because I backed into that number from MSD's forecast of the timing of achieving a 25-30% market share). TTFN, CTC