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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: kemble s. matter who wrote (142062)9/14/1999 9:07:00 PM
From: stockman_scott  Read Replies (3) of 176387
 
<<Michael tells us today: "OUR COSTS ARE ABOUT HALF THAT OF OUR COMPETITORS, SO WE HAVE A STRUCTURAL ADVANTAGE," AND THE INTERNET IS ACCELERATING OUR (MARKET)SHARE GAINS"..Heck, Frank...Michael is the nicest guy in the world...What he really just told us today is DELL is beating the piss out of anyone in their path...the game is over...IMO this is "CHECKMATE"...>>

Thanks for sharing the Insights Kemble....

DELL is a very healthy company with a great future and I love their new ad campaign. I saw MSD on CNBC this morning (in a new ad) and it was compelling. This evening I am reading today's Wall Street Journal and DELL has taken out a full page ad on pg. B-7. Michael is standing in front of some PowerEdge Servers and has a personal message to folks. They end the ad by saying....

<<Visit dell.com to learn more about how our new enterprise products, software, technology consulting and team of professionals can help make the Internet work for your business.>>

It is THE BEST technology ad I have seen in years. I know I am biased but I mean that <G>. DELL is truly an awesome solutions provider and of course we know they often have THE BEST solutions. Everyone wants to establish DIRECT relationships with their customers and DELL is in a position to meet their needs.

See you in the 50s...!!

Best Regards,

Scott

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P.S. I love this passage from the new DELL Innovator web site I listed above...:-)

<<Dell is direct. Our commitment to one-to-one customer relationships has changed the way the world does business. Start your direct relationship with Dell today... and find out how much your business can change.>>
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