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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Mike Van Winkle who wrote (158816)	7/25/2000 3:15:17 PM
From: kemble s. matter	Read Replies (1) of 176387

Mike, Hi!! RE: Dell executives said last week that ConvergeNet's problems are short-term and amount to little more than "transitioning" issues as it is folded into the Dell structure. But Mr. Kumar isn't buying that explanation. "If they had delivered last year as promised, they might have had a chance." Let's see Jim Vanderslice and Michael's words at a shareholders meeting vs. Kumar...or who visited Round Rock the week before we did? Richard Chu of Cowen...We (our group at the tour) were told by Don Collis that Chu had upgraded DELL to a strong buy due to what he saw here and our capabilities with Convergenet... I know who I'm bettin' on...Perhaps Kumar should go visit and then comment.. Best, Kemble

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