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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: kemble s. matter who wrote (167956)	11/30/2001 11:38:33 PM
From: Sig	Read Replies (3) of 176387

By sitting quietly and closing one eye, a person can now easily picture a battered Dell with torn clothes mended, wounds reduced to minor scars, improved stature, and increased confidence... 3 mos Dell + 33% , Nas +6.5% 6 mos Dell+16%, Nas -10% 1 yr Dell +50%. Nas -22% At $28 Dell has much reduced exposure to those awful puts, which frees up the billions in working capital. The economy is uncertain, but as soon as it stabilizes(sometime in the next 3 to 6 months) I think Michael will put that capital to better use with investments to improve earnings. Five bil invested at 20% would be ahhhhhhhhh 40 cents/sh/yr or 10 cents /qtr , giving 25 cents earnings versus present 15 cents But we dont need that much, 4.5 cents extra a share would blow away the the analysts estimates and head us back toward $50. I think Dell will confine future stock buyback to just enough to cover options grants. Sig

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