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

To: Boplicity who wrote (137291)	7/22/1999 12:39:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

OTOT: IMO drop in Qcom is excessive, bgt aug calls. Sig

To: Boplicity who wrote (137291)	7/22/1999 3:17:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Greg, Hi!!! Hey you know my standard line...I'll never bet against Michael Dell... IMO DELL can target whoever they wish to...I believe it has been CPQ's turn of late..The "opportunities" that management talks about does not necessarily mean just growth that will be immediate...I believe that DELL uses that model constantly and it has become a weapon against all foes..When CPQ announced they were going direct...Michael's reply was a very terse "WE FIND THIS VERY AMUSING".. This statement oooozes with confidence...Just another reason to BUY MORE DELL ... Best, Kemble