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Technology Stocks : Dell Technologies Inc.
DELL 140.61+1.7%3:59 PM EST

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To: William F. Wager, Jr. who wrote (173739)1/6/2004 11:03:16 AM
From: kemble s. matter  Read Replies (1) of 176387
 
Bill,
Hi!!

re: DELL upgrade to strong buy...

Hey, DELL's put two potentially large revenue gainers on the table in a relatively short period of time...
Ink and plasma screens...
I can think of no one holding this stock or interested in buying it that would not like to know their actual beliefs of what % of the market share they can garner with either of these...Plus, the additional contracts that they can further win by providing A-Z to any particular corporation...
Quite sure that these are some of the reasons for the upgrade...Not just because Michael Dell has recently mentioned that the coporate demand is returning...

Best, Kemble
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