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Technology Stocks : Dell Technologies Inc.

DELL 133.73

+2.5%

3:59 PM EST

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To: calgal who wrote (143106)	9/29/1999 9:05:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Leigh, HI! RE: Kemble, Take it from another optimist, you are not pessimistic when it comes to Dell, but I hope revenues exceed your earlier estimate. Well, William and I have talked numerous times of DELL's ability to "underpromise and then overachieve"...I don't make many "estimates" but these past 7 months the news has been nothing short of astonishing...I wonder how many folks actually realize that this model is so strong and so invincible that DELL can turn this $20billion company on a dime and still makes earnings? Quite a feat IMO...Those that haven't figured this out yet will be wishing they owned DELL through this transitional period...Kevin Rollins warned everyone that "they'd be sorry if they sold DELL"....Tom Meredith told me at the shareholders meeting: "Kemble, you're correct, what most folks haven't figured out yet is DELL is just getting started in here"...DELL is nothing like our DELL of this time last year... The prediction I made is due to this enormous revenue growth potential that I believe DELL is setting up for years to come...And, of course...if we have that wedding...Ooooooh, we all get there a hell of a lot sooner! And, yes..I think this is what DELL wants...They are conquering the world...IBM just gets em there rapidly.. Best, Kemble

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