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Technology Stocks : Dell Technologies Inc.
DELL 125.97-1.0%3:59 PM EST

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To: OLDTRADER who wrote (161008)9/22/2000 6:39:10 PM
From: kemble s. matter  Read Replies (2) of 176387
 
OT,
Hi!!

I'm very happy the way the market treated DELL today...For me it shows some are still out there listening to the management...IMO encouraging...Let's face it...They aren't happy either missing by that short amount last quarter...Like I mentioned this morning...It really was only 4 days of internet sales @$50Million/ or that one Govt. contract...As Kaka keeps reminding everyone: "How many companies that have $2Billion in revenue for the entire year can't even grow at DELL's rate?...And, DELL's almost making that much in cash each quarter?"....OT, he's got a wonderful yet simple point here...DELL IMO is the Yankees of the 50's....It's kinda like what can you do to top this?...Everyone is expecting them to win by five runs and pitch 3 hitters...Speaking of cash... Drew IMO has nailed it right on...DELL making the cash it does deserves a hell of lot more credit with this market than they are receiving...They're still growing at multiples to the market all the while they keep turning that corner into new revenue areas which Patrick keeps explaining "is simply amazing"..."who else can maneuver like this at $25-$33Billion in sales"...Yep, DELL held up well today...Hopefully we have some investors out there that are taking note of this two year funk and start to understand the value people like Sig and others see in the future of DELL...I'm sure my SAT scores tripled would match anyone of these guys :o)...But, I am not that dumb that I don't understand they are remaining in DELL because of what they know DELL can deliver going forward...Today hopefully was the low to beat all lows and from here we build to new highs after a great quarter and outstanding fourth quarter...

BUY DELL...Patrick bought today and probably bounced us off those lows!

Best, Kemble
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