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Technology Stocks : Dell Technologies Inc.
DELL 122.92-3.9%Dec 18 3:59 PM EST

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To: stock bull who wrote (170438)7/29/2002 8:13:17 PM
From: kemble s. matter  Read Replies (1) of 176387
 
Larry,
Hi!!
RE: I know that I sound harsh and unfair in my comments. However, that's the way I see it. And, I sure hope Michael Dell see's it my way. Let's knock the crap out of HPQ while we can.

It's not harsh or unfair...That's what America was founded on... :O) Competition...
IMO DELL has been planning this land grab for some time now...The economic funk has really forced a focus on the competitive natures that are here showing who will survive...I see where HWP is concerned deeply about DELL entering the printer/ink business...If they weren't concerned they wouldn't be responding and drawing lines in the sand...Gary, sounds like the same old same old from CPQ during any number of times DELL decided to enter a new pool and win the race...Talk is cheap...TELL us HWP/CPQ HOW you are gonna stop DELL and explain it...Frankly, Larry I smell fear on HP's part...I've been told that the opportunities with a combined printer/ink deal for all components reallllly opens the door for DELL...Sig, combine this with the cost advantage and the service information that DELL provides (DELL brings you inside the business when you deal with them and shows YOU HOW INEXPENSIVE it is for your IT budget when you compare all the benefits of the DELL model and apply it to your model)...That IMO is what so many are missing when they misjudge DELL's ability to continue stealing market share...IT budgets expenses are next to nothing compared to what DELL can save you with their advice of doing it the DELL way...A way DELL has been sharpening and refining for yeeeeeeears...How the flock is HP/CPQ gonna begin to catch something that DELL has been doing for what? Twelve plus years? Hasn't IBM been trying for quite sometime now? The IBM folks I know tell me they have tried in vain for years...

Yeah, Larry, it's gonna be a fun time ...HP and Cappelas can talk about what they're gonna do to become more efficient...Show us...Michael's years ahead...The others are still worried about DELL...DELL is but concerned about DELL's further improvement and expansions into other areas...

Best, Kemble
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