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Technology Stocks : Dell Technologies Inc.

DELL 138.58

-1.5%

3:59 PM EST

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To: Steve Warkentin who wrote (143650)	10/3/1999 10:54:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: Asked to name the stock he would own if he had to pick just one - McGehee named Dell, Schwab, and Legato Systems - explaining that all three are excellent companies for long term growth investors, and all should do very well. Thanks...It surely is a long term growth opportunity... Looking back on the past year one area of new revenue growth that excites me is the B2B initiatives...Last year at this time we had a few Premier Pages for customers and about 6M in ecommerce...Today we have 27,000 Premier Pages where DELL owns the customer..they come into the portal and come to DELL...DELL is now integrated with DELLAuctions,DELLnet, Gigabuys and probably a lot more to come...I believe that DELL will become the preferred portal for customers...And of course the B2B space is contained here and there is definitely more of this to come...I believe we have only seen phase one of this...BTW I believe the Gartner Group has said that this is a 1.5 Trillion business in the future...Question I keep thinking of: Who has 15 years of experience in dealing with relationships and the internet? Where would any company with half a brain go for this information which is a proven success? :o) BUY DELL... Best, Kemble

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