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

To: Chuzzlewit who wrote (103051)	2/19/1999 3:08:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Dell-China:Paul I don't recall the exact numbers but I thought I read somewhere that Legend's growth rate was around 73% and Dell in number two position at 45 or 50% or something like that.Anyway much faster than the rest of the guys except of course for Legend which is to be expected since Legend has the advantage of being the 'home-boy' and probably will get some special treatment from certain quarters in the country. Since Dell is a fairly new entrant in the market I think they could grow 45-50% rate for the next couple of years at least,perhaps a bit faster even.If I recall correctly MD said Dell's business last year or year before was between $50-100 mil and that was before Dell's plant in China .So coming from a lower base it is very likely that Dell will grow much faster than the more mature players in the market for the next several years. This is what I am thinking.