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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%Dec 5 9:30 AM EST

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To: dwdkc who wrote (160931)9/22/2000 6:41:28 AM
From: kemble s. matter   of 176387
 
DWDK,
Hi!!

RE: 1) Is Dell doing better than the market as a whole (INTC) in Europe lately?
2) What % of Dell's sales are in Europe? If as I think they are under 10%, this won't necessarily affect them much.

So do we take out another mortgage and buy more Dell calls tomorrow?

Perhaps DELL's doing better in the enterprise accounts there...The recent mention of "showing signs" perhaps is the tip off...And, let's not forget the mobile switch..
This sell off is ludicrous...Why the INTC % translates into these other %'s...
Let's also remember what time of the year it is...
Yes, IMO it's a buying opportunity I surely didnt' suspect...
Best, kemble
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