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

To: Mohan Marette who wrote (121617)	5/2/1999 9:48:00 AM
From: J. D. Main	Read Replies (2) \| Respond to of 176387

Item in this mornings newspaper by Malcolm Berko------------> Malcolm Berko picks his best 15 Growth Stocks for 1999. In DELL he says the following: Dell Computer designs, develops, manufactures and markets a wide range of computer systems. Revenues could double in the coming three years. Norton get the damn bag ready for sure!.....J.D.

To: Mohan Marette who wrote (121617)	5/2/1999 10:49:00 AM
From: gnuman	Read Replies (1) \| Respond to of 176387

Mohan, I'm amazed that the thread misses the trend. Units up, revenues flattening, margins declining. Even Intel recognizes the trend. With the move to 0.18 micron they need to keep the factories full. If it means low end machines, so be it. The advent of Celeron and Whitney will foster low end growth. (They even are proponents of "free" PC's). These machines will play well even in the gaming segment. E-machines is the future of unit growth. Expect to see imitators in the PacRim.