Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: kemble s. matter who wrote (137082)	7/20/1999 10:20:00 AM
From: OLDTRADER	Read Replies (1) \| Respond to of 176387

RE:Kimball-Thanks for your good thoughts-"New subject for a moment"-You might enjoy William Safire's NYT column this morning on the Kennedy loss.Such clarity of thought and balance-He and Neil Armstrong (a Phi Delta Theta-fraternity brother) are my hero's -especially this AM.Back to DELL-I sometimes worry that great wealth and attention the "media/tech conferences etc" will dilute the focus of the management team-Observation-Tom Merrideth looked tired!MD give him some Figi Island time!Best,wbm

To: kemble s. matter who wrote (137082)	7/22/1999 6:17:00 AM
From: Craig Lieberman	Read Replies (1) \| Respond to of 176387

Kemble, RE: .....At the end of the fourth qt... "WE WILL TAKE PAIN TO CAUSE MUCH PAIN" THIS MAKES SO much sense in the past few quarters, DELL has been taking PAIN in the form of lower than desired (by us) earnings. DELL is building a base of new customers that it has won from its competition. That pain will eventually do two things, lower expectations from analysts for future DELL growth (30 vs 50%), and build a larger base of business customers that DELL can exploit with more and more of its complementary business offerings. Craig