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Technology Stocks : Dell Technologies Inc.

DELL 134.08

-1.4%

10:33 AM EST

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To: rudedog who wrote (163045)	12/3/2000 11:50:25 AM
From: John Koligman	of 176387

Rude, A couple of those are interesting points that have been brought up on the thread before. I remembering Yaacov (among others) mentioning several times that Europe would be less amenable to the Dell model based on how they shop over there. As for the competition, I've expressed the opinion on this thread that the competition has wised up in regard to Dell and will not make the same mistake in the server world that was made in the PC box world... Regards, John PS - What a difference from the glory days. Last I heard Kemble and Drew Swiss were constructing a hideout bunker in the Shawangunk mountains out here <ggg>. Swiss is getting hammered over on the Gateway thread for his defense of that firms 'earnings projections' just a couple weeks back.... Once again, a perfect example of the 'don't ever get too confident' school of thought.

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