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Technology Stocks : Dell Technologies Inc.

DELL 120.60

+1.8%

Jan 9 9:30 AM EST

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To: rudedog who wrote (164754)	4/16/2001 2:19:39 PM
From: kemble s. matter	Read Replies (1) of 176387

Hi!! RE: They don't need to make any risky moves, all they need to do is execute - something they do well and consistently. But I would temper my enthusiasm for the future, for DELL and the bulk of the tech sector. Wrap your mind around much more modest growth and stock price appreciation than we have seen in the past. Executing without Europe last year was the key to DELL not attaining their original growth rate expectations...Couple this with a greater slowdown in North America following Y2K I feel DELL did a great job still growing at 28%...I'll always be looking out there five years...The story hasn't changed...As a matter of fact I believe more are taking notice that DELL is profitable...Let's hope that some of these "experts" that I've heard on CNBC are correct...I can recall that at least five times I've heard them mention that the first to rebound are the ones taking market share that are still profitable... Best, Kemble

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