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Technology Stocks : Dell Technologies Inc.

DELL 131.88

+4.7%

10:56 AM EST

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To: OLDTRADER who wrote (160980)	9/22/2000 11:58:46 AM
From: kemble s. matter	Read Replies (2) of 176387

OT, Hi!! RE: Kemble-Chase H&Q says PC sector healthy-Major buying opportunity possibly-who knows ---Cannons are definitely outside the fort-and inside. Well this is what makes it interesting at times...DELL is down 9.5% now and off from a 52 week high of 59....The major reason IMO why is because of revenue numbers...Let's face it...CASH is NOT their problem....The revenue numbers have been falling short by four days of $50Million in internet sales or one US Govt. contract...Kinda sad huh? Perception...Perception...Perception....Taking a closer look one should look at DELL's 8th batter in the line-up...Yes, EUROPE is the weak link here...HAD Europe been able to scratch out the equivalent of the missing revenue for this last quarter we'd be singing "RUN MIKEY RUN"...Basically, I'm copying a conversation Drew Swiss and I had the other day...Well, it wasn't a conversation...It was a cry on your shoulder session...Frustration let's say...Then last evening it was reiterated that Rollins repeated an earlier forecast that Dell would see better results in Europe in the fourth quarter and said there were already signs lagging corporate demand there was on the upswing. OT...If Europe is making a rebound now and we have the month of OCT. with the component prices falling....Plays right into the DELL model...It's huge buying opportunity Best, Kemble

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