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


To: Bill F. who wrote (132701)6/14/1999 8:45:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Bill,
Hi!!

RE: kemble-corporate pc spending is unequivocally NOT accelerating. the problem will get worse as we grind toward year end .also there is simply too much capacity to make pc's .if dell can pull off what you expect ,great,the only question is how much to pay for it.i myself don't think they can and expect them to miss eps estimates but we will just have to see what happens

Now... are you asking me to believe your opinion over the comments of Tom Meredith, Michael Dell, Kevin Rollins and others that have informed us that this is BS...?? What's your batting average?

Best, Kemble