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

To: arthur pritchard who wrote (137043)	7/19/1999 3:45:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Arthur, Hi!!! THANKS..and I think most folks are waiting on IBM and MSFT... Of course HWP is up nicely today on the news of the new CEO...it amazes me that somebody still buys something that is getting the snot kicked out of it by DELL...DELL can enter just about any revenue growth area they wish with the direct model...given time they could conquer anything...Someone buying CPQ is something I can never figure out...to me it would be like betting on me to get an 800 in the math section of the SAT's... And if you think we talk a great deal about the model and virtual integration on this thread...We were fed a entire main course by the tour guide and the briefing..What a site it was to watch the DELL workers pulling orders off the internet directly at Parmer...I just loved watching the money actually flow into the company and witnessing it being produced for the consumer right before my eyes...DIRECT DIRECT DIRECT DIRECT DIRECT DIRECT....NO one can beat the DELL model...... Surely you know that the entire meeting was a series of slides or overheads showing why the model destroys anything in it's path...the entire event was once again a boost of confidence...Seeing sure is believing...and what we saw should make DELL a ton of money in the future... Best, kemble