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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 3:59 PM EST

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To: D. Swiss who wrote (154587)	3/5/2000 12:21:00 PM
From: kemble s. matter	Read Replies (4) of 176387

Drew, Hi!! Drew babes...In response to this RE: This tells me the big boys MAY know something that we don't. It may be related to the MSFT announcement on the strength of Win2k sales and that large customers are stepping up their ordering. I realize that the volume here these past few sessions has been something to take note of ....What may have prompted this buying? Why push the price up when DELL hasn't put the number on a quarter in quite awhile? Well, first we may have to use some perception...or perhaps forget some past misperceptions... :o) Nothing has been wrong at DELL...Sure the skeptics had their field day blowing smoke over land mines that DELL stepped on...I'm sure Michael will be blamed for the Taiwan earthquake too... :o)....Well, let's see some news...I guess it was a week ago when the Naz was down and DELL was up that I wondered why we had such an unusual situation...Calling my broker he told me ML (no real friend of DELL's IM0) had been pounding the table all morning long ...Why?? ML believes that there has been a "corporate up tick for DELL recently"...In common terms...DELL's kickin' ass again and stealing share... :o) So, second tell tale sign of why this recent run...MSFT announces a better than expected launch to W2K.. Huuuummmmm...Now, when was the last time MSFT hyped anything? And, considering the launch isn't a month old...Drew, I'm excited...Excited because if we think back to August and recall the DELLCONNECT CONFERENCE in Austin we should be drooling...Well over 1000 CIO's attended this conference and the eyes were popping over what "DELL can do for them"....I believe these folks were "actually drooling at the things DELL could set up for them"....Then I go back a few months further and recall the things I heard at Chelsea Pier in NYC overlooking the Statue or Liberty when the corporate heads told me "You can't afford NOT to do business with DELL"... Drew, I love reading backwards...The best way to remember why I own a few shares....It's alllllll there...all one has to do is trust...DELL controls so much of the corporate world and more and more are realizing that the e-commerce initiatives that DELL has benefited from for 15 years will be the example they need to copy...No one has the experience DELL does...DELL will being having that "SUPER" 2000 ... Best, Kemble

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