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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: hdl who wrote (173788)	1/12/2004 1:54:10 PM
From: kemble s. matter	Read Replies (1) of 176387

HDL, Hi!! RE: I ain't selling until $60 IMO, the questions that should be debated: 1. When does the investor realize that DELL is worth the combined valuation of all the other tech giants that are losing money in various segments of their business? 2. When does the investor realize that DELL should currently be worth the valuation of an AMZN? DELL still remains the most profitable and efficient corporation...Daily more and more business is being done across their website...Daily, the company is literally searching for additional products they can sell which have a high margin...There are thousands of business' and corporations that DELL has developed relationships with...All of these relationships are a reminder to others of how simple, inexpensive and efficient DELL can make your corporation IT needs...The dozens and dozens of alliances with others are continuing to payoff and bring more and more value to the DELL product...All of which continue to bring more and more pressure on every other corporation that enters into a bid against DELL...DELL sales reps are the bud on the tree...The innovation that they bring to the CIO's table creates a staggering advantage...One should not have to be reminded that nowhere have I read of how anyone is preparing to stop this company from continuing to win market share...Carly tells us this: "DELL is a one trick pony"...Carly is right!! DELL just continues to win market share and make money while doing it... The recent post from Sig said a great deal...The results of how DELL is gaining across the globe is truly amazing...IMO investors have been taking DELL for granted or the fund managers are waiting for this year when the large corporations are back buying...I do not believe that anyone is really ignoring what they have been accomplishing..But, rather have been unimpressed that DELL has been doing "what is expected"...Yet, the long term investor should not be ignoring how DELL is sweeping more and more market share to the DELL logo in Japan and China...Mort told us how DELL's second largest market would soon be China...Mort was correct...With one out of every five individuals on this earth being Chinese...The investor should not forget how lucrative this should be for DELL's future...Notice today's note on DELL increasing their workforce in Japan... :o) HDL, I'm sure I'll still be buying @$60...Michael is a young man...Many times he has stated how much he enjoys getting up in the morning to win market share...For the past decade he has run over the rest of the IT world with steady growth and winning more share than anyone imagined he would...He and Kevin have repeatedly mention $60 billion by 2006...Do you actually think that they are not thinking beyond this? Best, Kemble

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