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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: D.J.Smyth who wrote (167996)	12/9/2001 8:28:10 PM
From: kemble s. matter	Read Replies (1) of 176387

DJ, Hi!! RE: Dell is worth more than $30. It is possible that sellers have a misconception as to how well Dell is doing in this environment. Many are still concerned that this economic slump has finally bottomed...Right? DELL's been making money the WHOLE time...Right? DELL's putting such a beatin' on the others many investors I believe don't fully understand that even without an economic funk DELL would still be choking them off...DELL's "been the problem" with the hardware industry for years...I'm ecstactic that folks I meet today that owned DELL years ago finally understand why I love this company...This economic situation has literally forced the media to compare DELL to the others...DJ, YOU ARE RIGHT...In the long run this funk may have a silver lining... Was at a Christmas party after the tournament late last night...Three of us (DELL shareholders) from this community were discussing that this crash and elimination of many of the DOT.Coms may have taught folks a lesson...One guy's opinion was that $$$ may flow to the safe havens with growth and those that proved their "security" during this crash...I find it interesting that the average investor sees things this way... Best, Kemble

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