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Technology Stocks : Dell Technologies Inc.
DELL 117.44-1.6%Nov 20 3:59 PM EST

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To: D.J.Smyth who wrote (141861)9/10/1999 9:30:00 PM
From: kemble s. matter  Read Replies (1) of 176387
 
Darrell,
Hi!!!
RE: Kemble, Merrill made their decision last week prior to Dell's announcement. F is no doubt now reviewing his assessement of the impact Dell/convergenet SAN will have on EMC. how can he not know an impact is coming?

I suppose we all know that there are a few companies that are way ahead of DELL in this area...We're the new kid so to speak...I'm excited because DELL has always been the new kid with their other products...It doesn't take a genius to figure out that the distance they've conquered in a short period of time is nothing short of stunning...This is a huge market here..and a huge opportunity for many..."THE STRUCTURAL ADVANTAGE THAT WE HAVE IS NOT SOMETHING THAT'S EASILY COPIED OR EMULATED SO THE SHARE WILL GO TO THE MOST PROFICIENT PROVIDER AND THAT'S DELL."

Best, Kemble
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