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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

3:59 PM EST

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To: stock bull who wrote (172736)	5/12/2003 11:06:38 AM
From: kemble s. matter	Read Replies (2) of 176387

Larry, Hi!! RE: Are you expecting any upside surprises from Dell when they report on Thursday? I'm always impressed by their reports...Surprised? No...Sig and I have discussed this many times...Patrick and others would talk for long periods with us while in Austin...DELL is special...It's so hard to explain in a sentence or paragraph or whatever...But, the stats that DELL keeps churning out are unprecedented...Growing the way they have...Climbing where they have...So many have taken for granted what they keep doing...Larry, I'm constantly impressed...You know that...But, let's face reality...This team is young...This tech world is young...The guy says "WE HAVE MANY OPPORTUNITIES FROM WHICH TO CHOOSE AND WILL CHOOSE THOSE THAT ARE THE MOST PROFITABLE"...Gotta love it Larry...gotta love it...Surprised? A big number? Think DELL is managing nice steady growth..Hey, ya never know...He's always bringing something new to the revs and the efficiency is down to under four days! I can't do the math...But, the margins going up with the revs going up...Adding more rev with ink and printers...Storage growing...So much to figure...I'm just happy how they've come through this crash winning market share and adding more areas for revs... Best, Kemble

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