Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: BBG who wrote (156692)	5/2/2000 12:12:00 PM
From: kemble s. matter	Read Replies (2) of 176387

Hi!! It's interesting to see how the stock reacts to what I believe has already been factored in...Why didn't it react to the announcement made yesterday after the close that Michael made? :o) From what I've read Paul Bell is now in charge of this overhauling operation in Europe...At least from what I've heard...Paul has always been successful wherever he was assigned at DELL....This area is obviously a concern going forward and I think we should be happy he has taken this to task...Do we really think they could turn this around in a quarter? Perhaps by the third or fourth quarter we'll see some results... China will be huge...Perhaps folks should be concerned about buying today knowing what Michael mentioned with regards to this yesterday... Best, Kemble

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