Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 125.14

+2.2%

2:07 PM EST

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To: TTOSBT who wrote (154423)	2/29/2000 10:42:00 AM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: Am I incorrect in this view? Your point concerning RMBS and the possible orders is my immediate thought....Margins must be up on these...We know that this shortage was a real problem for DELL during the last quarter....I'm sure that investors will come around to where all these chips are going... I'm patiently waiting for the first announcement on service from DELL...IMO this out of box revenue growth has the greatest upside potential for earnings...Of course the global upside is something no one can really put a number on...So, it will be interesting long term to see what numbers DELL can pull from these two areas... Best, Kemble

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