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

To: Chuzzlewit who wrote (113858)	4/1/1999 12:35:00 PM
From: jim kelley	Respond to of 176387

CTC, RE: Revenues and profits Rhetorical question: What do IBM, HWP and E-machines have in common? Answer: Low cost machines and no profits or actual losses. DELL has the opportunity to cut its SG&A and product costs for the balance of the year. If they do this successfully they can show the earnings growth that we have become accustomed to while maintaining 40 to 45% revenue growth. The other companies do not have the efficiencies to undercut DELL without going underwater. Thus if DELL further increases its operational efficiency it will be able to take revenue share at will and also determine its level of profitability. In this way DELL will dominate the industry for years to come. The price of DELL stock in the future will be determined by its growth in EPS IMO. Regards, Jim Kelley