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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 3:59 PM EST

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To: Frank Ellis Morris who wrote (126403)	5/18/1999 9:42:00 PM
From: kemble s. matter	Read Replies (5) of 176387

Frank, Hi!!! RE: What is it that you know from all your reading that Dell has to make it worth a long term hold. Appreciate you comments. Do you have investments other then Dell?? too much to write...but, the move the last two quarter is into areas where there is significant revenue growth...Kevin Rollins just implied this in a Fortune Magazine article two months ago... Basically, I think Michael wants everything on the internet...or through the internet... Just a vision...but, the partnering is huge...DELL can save companies a fortune...they have loyal contacts..loyal numbers...and this can be exploited into revenue growth in any number of areas...He has basically told us this in a round about way...other sources have also mentioned this to me... E-commerce is where they are going...Mike Kwatinez talking on the conference call today..and Michael responding about Gigabuys being tied to all 19,000 current premier pages...envision those possibilities......and they have just begun with the premier pages. Best, Kemble

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