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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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12:59 PM EST

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To: GVTucker who wrote (156601)	4/27/2000 1:38:00 PM
From: kemble s. matter	of 176387

RE: Capital Returns We were discussing that a sequential rise to the fourth quarter of 2000 could give DELL the equivalent of earnings that would be $1Billion in sales...If that's the case...I'll take it... Pessimism rarely wins...and I can't think of a case when it did...My optimism concerning DELL is due to the future...I trust what management says and I'd be much richer had I listened sooner...We can disagree forever on this...IMO DELL's model is unstoppable...Their efficiency will continue to squeeze the others..."85% FRICTIONLESS IN 18 MONTHS".... Best, Kemble

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