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

To: D. Swiss who wrote (101827)	2/17/1999 12:06:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Drew, I agree with most of what you are saying. But my point in raising the revenue issue is not so much about ASPs as it is about Dell's relative size. As Dell takes more and more market share from its competitors it cannot possibly sustain the kind of revenue growth it has seen in the past. It is a mathematical impossibility. Perhaps it would be best seen if I phrased it in terms of unit growth. I am not talking about the $300MM bump we saw yesterday which I saw as trivial. As I indicated in previous posts, Dell's performance continues to be stellar. I am a long-term holder of Dell, and will continue to hold my shares. This company remains the best managed company I have ever seen. TTFN, CTC