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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: kemble s. matter who wrote (121745)	5/2/1999 11:40:00 PM
From: stockman_scott	Read Replies (1) of 176387

<<Michael is sending a message this quarter....>> Kemble: I totally agree with you. After hearing MSD talk in NYC at the ANALyst meeting and TM talk on the Merrill Lynch conf. call....I have gut feeling that DELL WILL PROVE THAT THAT THEY ARE BACK ON TRACK...Those Fund Managers that have lightened up recently will be sorry. They may have to buy back at a higher price. Oh well I can't help it. They have fallen in love with IBM and look at their growth rate. Now wait until you see DELL's sales and earnings growth rate this quarter. MSD and his team are just getting warmed up. We should hear more about Gigabuys and the Storage initiatives. Recently GTW and IBM beat the estimates...IMHO, we'll see DELL do the same thing. Of course everyone always holds the bar much higher for DELL -- the industry leader (in sales growth, earnings growth, mkt. share growth, efficiency, innovation, and ROIC). DELL is UNDERVALUED and we're heading HIGHER...:) Best Regards, Scott

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