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

To: Jock Hutchinson who wrote (103109)	2/19/1999 4:11:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Jock, I agree with you, except that I think that revenue growth will be more likely around 40% for the next couple of years, but time will tell. The key to getting higher long term growth must be entry into new markets, and I think that software just might be the key. Here's on just off the cuff idea. Consider the ability of Dell to leverage its huge web presence into net sales. Customers simply down-load the software they want from Dell's servers and are billed immediately. Dell carries no inventory, but simply pays the software publisher as soon as the sale is made. Documentation might arrive in the mail (along with a CD of the purchased software direct from the publisher). It's like drop shipping software. Now suppose Dell did that sort of thing. What effect might that have on sales. And who has a bigger presence -- EGGS or DELL??? Just some Friday thoughts. TTFN, CTC