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Technology Stocks : Dell Technologies Inc.

DELL 117.16

-1.7%

3:59 PM EST

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To: OLDTRADER who wrote (143104)	9/29/1999 9:12:00 PM
From: kemble s. matter	Read Replies (1) of 176388

William, Hi!! RE: RE:Kimball-After all we have been through this year our baby is still taxing around in circles on the tarmac-I keep thinking it's going to line up at the end of the runway and give it "balls to the wall"-Dell was 42 on Jan 22nd 1999.wbm IMO for two quarters DELL made some transitional moves and in the process strategically killed CPQ ("TAKE PAIN TO CAUSE MUCH PAIN")... The two quarters were flat...not impressive to those spoiled by DELL's train that ran through walls for many previous qts. above 50%...Well, I believe the last qt. DELL was pulling away from the "sacrifice" of the other two quarters ("OPPORTUNITY IS HUGE")and although it may take awhile DELL will reap the benefits of a crippled CPQ...So, that brings us to a new qt. which I believe will show another 50%+ gain and bring those that fled DELL to their senses...Such a case...Add an IBM deal...William...either way we have a large gain...With IBM...It's to the moon! Best, Kemble

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