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Technology Stocks : Dell Technologies Inc.

DELL 135.98

+3.0%

Dec 2 3:59 PM EST

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To: Sig who wrote (156246)	4/11/2000 11:57:00 AM
From: kemble s. matter	Read Replies (2) of 176387

Sig, Hi!! Had an interesting conversation with Pat last evening...He brought up the recent announcement of DELL making $2billion on a $700m investment with various companies...At what point do you think that the street will begin to factor this into the actual net worth of DELL? What he was suggesting is that virtually every financial institute in the world takes people's money and invests it...What bank has gotten DELL's rate of return to date? We were assuming that the new DELLVENTURES with Tom Meredith may perhaps continue to make billions quarter after quarter....As we all know their ROIC under Tom has already written a record of envy....Why should we not believe he will continue with all the new investments? :o) Best, Kemble

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