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Technology Stocks : Dell Technologies Inc.

DELL 133.18

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12:59 PM EST

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To: stockman_scott who wrote (116887)	4/13/1999 9:49:00 PM
From: kemble s. matter	Read Replies (2) of 176387

Scott, Hi!!! RE: Kemble: I just quoted a passage from "the slowdown" that I really like <GG>...DELL will rise again -- STRONGER THAN EVER...!!! Michael has told us there is no slowdown at DELL...Kevin has said the same....Tom Meredith told us at the conference call (4th qt.) that the momentum going into the next qt. was as better than any previous qt. to qt. rate....The win/loss ratio was the greatest it has ever been...The folks telling us there is a slowdown should preface their remarks... Note this interesting comment made by an analyst following the Thursday Analyst Meeting..." > > > Over the past two years, Dell has achieved 85% growth in the > enterprise > > segment, > > moving into the #2 position for server sales in the U.S. and > solidifying > > their > > #4 rank worldwide. Storage products are just beginning to ramp, > but > > management > > noted average configurations were tracking at greater than $100,000 > per > > box. We > > believe these products have margins in excess of 40% versus 22% > corporate > > margins derived today. Best, kemble > >

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