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Technology Stocks : Dell Technologies Inc.

DELL 125.97

-1.0%

Nov 25 3:59 PM EST

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To: JRI who wrote (60352)	8/23/1998 11:30:00 PM
From: kemble s. matter	Read Replies (1) of 176387

John, Hi!! Having fun reading your posts concerning the continuing skeptics...what curiously continues to interest me is the constant denials and forthright comments we repeatedly make defending this company....surely anyone of us has loved protecting the integrity of Dell.....suitors have come from all walks of life....analysts; Barron's; investment firms and idiots....take your pick....some attempt to make these projections professionally while others chose boldness and arrogance...whether or not we find these "experts" perched on a tower or politely asking questions....we'll probably never stop them from doubting the stunning progress of Dell......I'm sure the #1 question asked of any Dellhead is: "Can this run be sustained?"...now, no one is taking a poll here ...but, surely we shouldn't have to think too hard about this question....Dell is unquestionably doing something no other business has done before...they are destroying their competition and no matter how the others try to cope with this I truly believe him when he tells us "THE MARKET IS MOVING FROM INDIRECT TO DIRECT" .....with the others attempting to emulate or copy....Michael has called it "amusing"....a word I find rather interesting for a guy who plays it so low keyed and at times appears to be keeping his cards close to his chest....sure he will comment when asked...good thing he does <<gg>>....so proudly he tells us of the success.......I attempt to imagine his interpretation of amusing as a time period when all the others are attempting to emulate or copy Dell and he views the company steaming full speed ahead .... further increasing his position as the dominant player in the field... .The Fortune issue of May 11th lays in a few places around my home....many many many friends have given me their copies....upon arriving at the shareholders I gave my copy which Fortune sent me to Dell Relations and asked them if Michael would sign it for me at his convenience...upon returning last week from Olympia I found a huge stack of mail...in it was the returned copy....if you will remember the Cover was: THE LAST HOT COMPUTER STOCK.....IS MICHAEL DELL UNSTOPPABLE?............ Michael signed the cover: "KEMBLE, THANKS FOR YOUR CONFIDENCE!" :o)

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