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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Duncan J Horn who wrote (146323)	11/2/1999 10:04:00 PM
From: kemble s. matter	Read Replies (1) of 176387

Hi!!! RE: radiowallstreet.com This is a great technology interview on Vcall with Mike Murphy of the California Technology Letter. Dell is featured in several sections?a few highlights starting at (12:00 min) is his belief that IBM will transfer their computer manufacturing business to Dell and take a 30% equity position in Dell. His projection is that if this were to happen the stock would immediately jump to 60. He says that with the last two deals between Dell and IBM they have developed a strong trust factor and this is a natural progression allowing IBM to "concentrate on core competency and out source everything else". He is very bullish on Dell at this level stating that there are 450 million computers world wide today and sees 2.5 billion in 3 or 4 years with the major players supplying the bulk of them, Dell, Compaq, HP, expects Dell to double in 2 years. Thanks so much for the link and the post...The beauty of this deal is not just the initial pop DELL will receive...What I truly find scary is what DELL can do without IBM to bid against...IMO DELL is conquering the world...If this deal occurs...This conquest happens so fast we'll all be amazed... Thanks again Duncan...You know I love to dream... these dreams have accelerated the past month...Michael's statements about 25% and perhaps 50% down the road a bit...you know that has to make my head spin...I keep asking myself: How else COULD he do it without IBM's cooperation? Now, it appears Michael Murphy is dreaming along these same lines.. :o) BUY DELL QUICKLY.... Best, Kemble

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