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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: Mike Van Winkle who wrote (159797)	8/16/2000 8:48:50 PM
From: kemble s. matter	Read Replies (2) of 176387

Mike, Hi!! RE: Dell doubters have been as thick as fleas on an old Missouri mule. Dell in transition and on track gets no respect, but surviving longs will see bear rugs for sale in a couple of quarters (and perhaps sooner). Good to have you back. IMO DELL currently has their hands tied to some degree...All the weakness is not of anything that they can really do anything about...If ya know what I mean...Y2K was a one time abnormality that has created weakness and strength the past two years...Europe will some day have to join the revolution when upgrades are finally in place...The storage will come along and provide a "winner for DELL" if Jim Vanderslice is correct...DELL's model has won at all the other levels...I see no reason to get upset with a few government contracts not gained in this quarter or weakness in Europe...It's a big world..."only 9% market share currently and plenty of room to grow"...Staying focused on the long term...One great quarter and the trading range will be a hazard... Best, Kemble

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