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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 3:59 PM EST

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To: Howard Cragg who wrote (140469)8/25/1999 11:31:00 AM
From: kemble s. matter  Read Replies (2) of 176387
 
Howard,
Hi!!
RE: Hi Kemble, Who is the person that says "Buy Dell" all the time?? You might want to shout it from the rooftop today. In todays Investor Bus. Daily on page 1 one of their top ten items is "Dell solidifying position in the home PC market. ..

Every day I see $$$$ all over the ground...it's there to be freely picked up...The thing that will always amaze me is everyone doesn't see it...Folks just think DELL is in this and that trading range...toooo many shares...etc, etc,
I find confidence in what DELL management has told me for 42 months...I have patience and believe they have a long planning period for large scale plans...cannot help but feel this way about the stock... countless contacts from folks that tell me information (such as you :o)..) that DELL is in diapers...What I have tried to project is the positive movements in DELL's potential revenue growth all from this articles I collect...The abundant revenue growth opportunities ("WE BELIEVE WE HAVE MORE OPPORTUNITIES TO GROW TODAY THAN WE DID WHEN WE WERE 5% OF THE WORLD WIDE MARKET")...that IMO are available to their direct model are endless..Virtual Integration is so fascinating my imagination runs wild attempting to consider what they can do with those 15 years of experience...And, now we have DELLCONNECT...Today I believe we will see a large section of the clothes come off DELL's future..I could be wrong..realistically I just try to imagine why DELL would bring all these folks together for a barbecue?? Come on...I didn't pass all my classes the first time..but, Momma certainly didn't raise a total dummy.. :o)
Final judgement is always passed on a persons word... so I have to use the personal contacts with people I have met at shareholders meetings...Thanks to Steven Scott I find out Tom Meredith graduated from Avalon NJ High School...In talking with Tom Meredith prior to the shareholders we discover we were only a hospital apart during high school..He went to Monsignor Bonnor and I went to Upper Darby...Also we were only a year apart and he then moved to Avalon NJ where he graduated...In telling him that "my brother played Little League baseball with John Cappeletti"..and Tom knew John...(Heisman Trophy PSU 1973 I believe)..Howard, you know..the normal BS stuff...We have our picture taken... Tom turns to leave for the stage and shakes my hand...Leaving on these words.."You're right Kemble,what most folks haven't figured out is DELL is just getting started in here"...

So,Howard...I ask you three questions:..
1. Do you TRUST Tom Meredith?
2. The man does the numbers doesn't he?
3. Why wouldn't you scream BUY DELL for everyone you knew?

Thanks for the article...I copied it..It's just another indication that the world is finding out DELL is conquering the world.
50% WW growth...five years

Best, Kemble
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