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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%Dec 5 3:59 PM EST
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To: kemble s. matter who wrote (137082)7/22/1999 6:17:00 AM
From: Craig Lieberman  Read Replies (1) of 176387
 
Kemble,

RE: .....At the end of the fourth qt...
"WE WILL TAKE PAIN TO CAUSE MUCH PAIN"

THIS MAKES SO much sense in the past few quarters, DELL has been taking PAIN in the form of lower than desired (by us) earnings.
DELL is building a base of new customers that it has won from its competition. That pain will eventually do two things, lower expectations from analysts for future DELL growth (30 vs 50%), and build a larger base of business customers that DELL can exploit with more and more of its complementary business offerings.

Craig
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