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Technology Stocks : Dell Technologies Inc.
DELL 119.37+3.5%9:47 AM EST

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To: Sig who wrote (174628)3/31/2005 10:27:03 AM
From: kemble s. matter  Read Replies (1) of 176388
 
Sig,
Hi!!

RE: stembol.com

Like Yogi Berra said: "It ain't over till it's over"...

The optimism flourishes each time a corporation tries to re-invent a means of derailing the DELL train...Folks will invest because they love the underdog...But, if they'd read Michael Dell's book they'd know that with one sentence he's told everyone why an investment in any other hardware company is risky at best: "OUR GREATEST ADVANTAGE WAS THAT FOR SO LONG NO ONE TOOK US SERIOUS" Game's over Sig...Bill was screaming this yeaaaars ago...Shareholders meetings clearly showed us how the future was going and the information we received at the Investor Relations meetings only confirmed that DELL was under promising and over delivering...DELL Computer owns 1/2 of Round Rock...They're building and expanding...Is HP??...Their profitable ink margin is being eroded by DELL...DELL by their own admission is far exceeding their optimistic entry into this market...Services are expanding...

DELL is becoming the Wal*Mart of Technology...The others are still trying to prove Andy Swerver's June 98 Fortune article wrong: "Where will the others be in five years?" "Imagine where DELL will be in five years?" Sig, it's over and it's been over...Someday DELL will own it all...

Love the link and drawing...Hope Drew sees the "Dogpac" label... :O)

Best, Kemble
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