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

To: Lockeon who wrote (98776)	2/13/1999 2:45:00 PM
From: stock bull	Respond to of 176387

Lockeon, thanks for your response. I am familiar with the situations at Intc and Msft, and the relationship to Dell and the other box makers. However, as I'm sure you know, if Intc and Msft are doing great, this doesn't mean that their success is mainly due to Dell's performance. Intc and Msft have a large customer base, Dell being just one of their customers...abeit a major one. So, if Dell's revenue should fall-off from 5.5 to 5.2 billion dollars, and other box makers show revenue growth, Intc and Msft could continue to show excellent results. The main problem with Dell is what the Street expects. If Dell's growth should fall from 50% to, lets say 40%, the Street will assume that Dell has lost its growth momentum...and the sell-off continues. In the meantime, what's wrong with a company growing at 40%, or even 30%? IMO, nothing, its still a great company. IMO, it seems that Dell's stock appreciation is dependent on meeting, or beating, the Street's expectation for growth, margins, profits, etc. The company's "absolute" performance doesn't mean very much. I guess this is all tied into Dell's valuation. Stock Bull