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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: Sabrejet who wrote (132699)	6/14/1999 9:10:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Rich, Hi!!! RE: Kemble, isn't it amazing but the only time to make real money is to buy when fear is in the streets! Tell me, why would anyone sell or short say DELL @34??????? NO REASON!!! DELL IMO should be between 42-47.....of course I have other visions of why it should be even higher....believe it will be the steal of the year when some of the announcements come...DELL got ahead of itself late winter...still growing at the 42% rate last quarter was no catastrophe....others see this as an opportunity to trash it...deceive others...I find it hard to believe this type of ignorance exists..There is nothing wrong at DELL...DELL continues to gain market share and the recent quote by Michael of the HUGE opportunity at the expense of CPQ should be telling everyone something...Kevin tells us CHINA is "exploding"....and the "momentum has continued from the end of the first quarter"....Tom Meredith told us at the conference call that "many of these large contracts" would be compiled over the later quarters of the year....I hardly see these comments as something to worry about...As for the 16 cents last quarter...IMO DELL sacrficed (PAIN).....to cause (MUCH PAIN).....CPQ should know...we were told this quote at the end of the fourth quarter..Experiencing this slide now...how else would one interpret this quote...The overall strategy of this move...well, when was the last time they let us down?... :o).....The enterprise systems that DELL can sell in the corporate world at the expense of the weakness in CPQ will reward the DELL longs...In addition some out of box e-commerce announcements will push the stock into new highs...I agree that the market perception is not the arena to unfold anything at this time...I am excited about the entry of DELL into the $899 market today...DELL doesn't move unless they have reason to believe they can dominate... Hey...gotta get those Sabres even! Best, Kemble

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