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Technology Stocks : Dell Technologies Inc.

DELL 135.36

-0.5%

1:52 PM EST

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To: D. Plen who wrote (161452)	10/5/2000 10:25:27 PM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! Sig ya said it all... Meathead, no question this was the right move... Leigh, the story hasn't changed... The giant has been finally brought down... But, the future is still in their plans...Nothing is off track...My only problem was I knew too much...What management has planned is now clearly in the open and can be viewed if you bother to listen and watch the analyst meeting...I would strongly suggest you do this and record it for future reference...It made me sick knowing all these analysts' were there to "find out" about the future...Nothing there concerning the future did I not know already...And, I'm sure there are many others that likewise fell in love with this company because of what they know...Sometimes it's not just for the $$$... ...3% miss...50% cut in stock price... ..."ONLY" a possible 30% while still making more cash/quarter than most companies can make in revenue in a millenium... ...Listen to Vanderslice about "the model" and the "frictionless"...Think the PC for DELL is dead? Listen closely...It's obvious he's learned a great deal since he arrived... ...Out of box revenue; healthy Europe; CHINA,BRAZIL,INDIA all with DELL momentum in future years...Hell, Europe's only 5% current... ...In the next five years DELL will rule the server business... ...Revs. doubling in three years without storage!!! ..."under the umbrella" of 53% and 51%... ...Wireless, bandwidth,upgrades/upgrades/upgrades ...Michael made some untimely calls...He's human...I still love him...Those that feel different "cast the first stone"... sad sad sad sad.... Thanks Drew...Thanks...Thanks...Thanks... Best, Kemble

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