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Technology Stocks : Dell Technologies Inc.

DELL 138.22

-1.6%

Dec 9 3:59 PM EST

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To: Frank E W who wrote (135673)	7/7/1999 4:23:00 PM
From: kemble s. matter	of 176387

Frank, Hi!!! RE: DIDNT YOU KNOW THE PC IS DEAD TOO The PC may be dead for the others.... :o) Some one and I were talking about this the other day....DELL IS #1 AND THE REST ARE HISTORY....In our opinions the woes for the rest of the industry will accelerate in the very near future....The PC as we know it will become obsolete shortly...Bandwidth ...which Michael has forewarned...will change the world...IMO once the advantages of this technology hit.... the world will jump at the opportunities this will bring into the business world and the home....No one can make PC's faster and more quality enhanced than DELL...Their model and reputation has already destroyed every other PC manufacturer...The corporate world is discovering this more and more and more with each passing day...DELL is a relationship that not only solves problems ...they save you money....DELL's experience as the virtual integration leader is a quality and culture that other companies SHOULD BE VERY WILLING TO PAY FOR....Meathead has alluded to this...Will DELL market this openly? I know that currently they are using it and winning contracts based upon their knowledge and problem solving experience....Another interesting revenue growth opportunity?? IMO those that haven't followed this stock closely and have sold will miss a golden opportunity...The long term growth is there in the PC markets..Just look at the # of PC's Michael has predicted in the near future....figure in all the upgrades....all those that bought those "Yugo's" and now wish to buy the product they have discovered is the bargain.....And, then there are the service opportunities that Meathead has outlined....They're staggering..$640 billion in annual revenue....and DELL makes virtually zero in this ballpark of opportunity.....DELL's ecommerce is not exactly being formed to lose money... :o) They announced a second site on top of the first....what does that tell you about the first which I thought was still in phase #2?? :o) What DELL has for the long term shareholder truly impresses me...Reading what I have and re-reading continually builds my confidence and my vision...DELL still scares me...The accuracy of what management has told us in the past has always come in low..."underestimate and then overachieve"....Those that haven't figured that the silence or announcements of late...all added up will produce wonderful long term results.... haven't done their homework..There is soooo much opportunity in sooooo many revenue growth areas...DELL has reminded us many times they will look for the largest growth potential in the best interest of the shareholder...I'm being patient...DELL will be a new DELL shortly....I realize that these long term plans require long long long term planning...I'm being patient... It's really a shame the rest of the investment world....analysts especially haven't figured out the game just may be over for the others... "CHECKMATE" Best, Kemble

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