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

To: stock bull who wrote (127145)	5/20/1999 12:14:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 176387

<< I agree they need to aggressively go after the enterprise market. Tough business, and getting tougher everyday.>> Stock bull: Very True...Yet, look at DELL's growth y/y in servers. Its near 100% I believe. According to Montgomery Securities (in a report on Wed. AM)..."Enterprise growth, closely tied to DELL's corporate segment, grew 97% y/y, up 1700 bp from last quarter. Enterprise was helped by the rapid ramp-up in DELL's new rack-mounted servers and storage products." You know what's interesting...Mongomery's Kurt King (who has a BUY on DELL) titled his report "DELL: OK but No Home Run; Issue is Europe, Not Margins." He is maintaining his estimates for sales and earnings and feels that DELL will quickly address the execution issues in the European market. IMO, the DELL train still has quite a ways to run...Yet, at a different speed than we are used to..!! Best Regards, Scott