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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: kemble s. matter who wrote (131471)	6/7/1999 3:30:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<tell me what you would put the stock at if the IBM "rumor" flies??>> Kemble: I have a hunch that by the end of the summer (by September) we will hear an announcement about DELL and IBM moving into an expanded relationship. The bottom line is that DELL could expand its market share and gain access to a world class services organization. This could help DELL virtually integrate into the Enterprise space even more effectively..!! IMO, DELL's projected sales and earnings growth rates may have to be re-calibrated. I will stick with my prediction that DELL has the potential to be near $70 / share by the end of this calander year -- IF the BIG announcements are received well and the market stays healthy. DELL is still one of my top 3 positions (after NETP and CMGI) and it is a LONG TERM holding. It's undervalued and still has great growth characteristics. Stay tuned for a busy summer. DELL could just be getting warmed up <GG>. By the time MSD is finished DELL will be known as MUCH MORE than the leading PC company..!! Best Regards, Scott