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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: kaka who wrote (168284)	1/7/2002 10:24:32 AM
From: kemble s. matter	Read Replies (1) of 176387

Gary, Hi!! RE: I'm impressed with all you list regarding DELL's growth but what impresses me the most is their prime time network advertising of the DELL Enterprise division. They'll continue to kick a$$ on the PC/notebook front, but if they succeed in their higher end server/storage products, then watch out!! Reasons why DELL will be $100 billion and exceed 40% of the WWide market: 1. Although a very very kind and considerate man...From what I've heard, Michael Dell is a bad loser...In "jock" terms don't bet against him...Very driven individual: Let's not forget how he "went to college basically to get away from his father's dream of becoming a doctor".. :o) 2. If I've heard it once in Austin I have heard it dozens of times..."the model, the model, the model"....(First lesson I learned)... Why are CPQ and HWP in trouble? :o) All the BS on this current subject and I've yet to read the real reason why... 3. World wide expansion...Far greater than what we currently are dreaming of...DELL's name increasingly is becoming the status quo...Likewise their business model is becoming increasingly the standard from desktop to storage possibilities... 4. Michael has many years to go...Still hungry and by far the most experienced CEO in the field...I've yet to hear of a long term goal he has that he hasn't succeeded in accomplishing in less time...I still remember when he told us of passing CPQ and many laughed...Once again: Don't bet against him...He's low-balling it with the $100 billion and 40%...He personally told me 50%! 5. Never first in the pool..But, yet to lose a race... Best, Kemble

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