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Technology Stocks : Dell Technologies Inc.

DELL 122.46

-8.5%

Nov 17 3:59 PM EST

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To: Sig who wrote (154859)	3/11/2000 11:49:00 AM
From: kemble s. matter	Read Replies (2) of 176387

Sig, Hi!! RE: Kemble: With election talks, uncertain oil prices, and recent volatility in the market I'm going to guess that people do not want money left in the market over the week-ends and will continue to unload even good stocks on Friday nights. Could be a smart move...But, then you never know what announcement DELL may throw out there on Monday AM....By the time you check into it ...POW!!! Up another 3-4 pts, Sig, That Bloomberg report on servers should move the stock alone...Half a brain can figure out what DELL has done in the past with any product they release...And, you've seen those two server facilities...Heck, you've toured the one...I'd like to sit in one of them all day long and watch all 36 truck ports on both sides pulling components in on one side and pulling them out on the other...The profit flowing out of them alone makes me want more DELL... Then the question arises: How does DELL plan on marketing these with a "frictionless" cost saving means? Perhaps DIRECT through a new site where any business that wants to can hook in and be guided by DELL with all their ecommerce needs...Makes sense to me? Afterall, they've been telling us they are going to keep putting everything on the internet...Perhaps we have another piece of the puzzle soon..."EXPANDING INTO NEW SERVICES WHERE WE CAN ADD DIFFERENTIATED VALUE TO IMPORTANT CUSTOMER SEGMENTS, USING OUR BALANCE SHEET AS A WEAPON"... DELL shows the world how they are going to increase further revenue through this site...OOOH baby...Watch the upgrades then.. As I mentioned to you the other day...I believe DELL to be the most undervalued stock today...The opportunities for gaining market share and the means they have of almost "monopolizing" this market staggers my imagination...Those selling haven't been doing their homework.. :o) Best, Kemble

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