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Technology Stocks : Dell Technologies Inc.
DELL 127.92+0.4%Dec 30 3:59 PM EST

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To: willcousa who wrote (172396)2/12/2003 12:09:11 PM
From: kemble s. matter  Read Replies (3) of 176387
 
Hi!!

RE: It is a high compliment to be enemy No. 1 before you even pull your first heist.

It's nice to hear you speak with such optimism...The continual negativeness of analysts disgusts me...The sheer fact that some analysts discuss current and next quarter outlooks without discussing the future is IMO manipulation...Investors are purportedly to be included as those that don't just trade stocks...
DELL has literally kicked the snot out of the competition for umpteen years...Yet, we continually hear the manipulative tones from certain "experts"...Usually during DELL's quiet period...Patterns are without question obvious...
Let's now see what DELL can do to HP when the ink margins collapse...I believe the folks at DELL have vision...This isn't a scheme they're made up overnight...I personally have been aware of this move for well over a year...History has repeatedly proven that they have the ability to change their model and swing it on a dime...When DELL starts stealing from their core accounts and they are forced into selling at DELL's discount...Well, they become another victim...History tells me this model is unbeatable...Let's face it...HP is changin' their pants by the hour...You're comments are well taken...Wouldn't it be nice to have all analysts use history? IMO their credibility may return...

Best, Kemble
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