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Technology Stocks : Dell Technologies Inc.

DELL 125.88

-1.6%

Dec 31 3:59 PM EST

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To: Patrick E.McDaniel who wrote (172424)	2/14/2003 8:57:24 PM
From: kemble s. matter	Read Replies (2) of 176387

Patrick, Hi!! RE: mgmt does not believe things have intensified and the growth in operating margins shows its model can react. Also believes the expiration of co's put option program could provide some uplift to the share price, in that Dell can now repurchase about double the shares for the same cash usage. I wonder if First Albany is a french company. If their research was good they would know the state of Dell before they reported. Now they jump on the bandwagon to claim credit after the fact. Patrick...That's laughable...But, it keeps occurring over and over...It goes something like this: "I'll let you know how to bet on the game after I listen to the replay" How is this analysis? Just listen to the CC quarter after quarter...Read the results...There's a very obvious pattern...The DELL model is INCREASING the efficiency and the margins of the company...The newer products are growing the company and the future has Michael Dell proclaiming that "THERE ARE MANY OPPORTUNITIES TO ADD"... My nephew that manages one of George Soros' funds predicted that HP wouldn't last the five years I predicted...Let's see what happens once that ink margin starts to dry up...I wonder what the "experts" will say to then? Best, Kemble

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