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To: Sam Bose who wrote (137743)	7/26/1999 11:21:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sam, Hi!! RE: In contrast, at the same conference I had a run-in with Kim Polese, who manages American Century Growth. She dumped her entire DELL holding after Niles downgrade......gave me the same tired argument about valuation, slowing growth....I walked away with disgust. <G> Geez, Sam...If you have the chance ask her why she trusted Niles and not Kevin Rollins who appeared on Bloomberg the day after the earnings and told everyone: "Those that sell DELL will be sorry"...Guess she is just another one that hasn't the trust...Why are some folks so dumb? DELL has never never never deceived anyone...unless you consider they always "underestimate and then go overachieve"... Best, Kemble

To: Sam Bose who wrote (137743)	7/27/1999 11:33:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Sam - re: Kim Polese, who manages American Century Growth Last time I checked, Kim Polese was CEO of Marimba. Maybe another Kim??? from ruku.com Kim Polese is president and CEO of Marimba, Inc., a privately-held software company whose products enable developers to create, deploy and maintain robust, network-managed applications and multimedia experiences within enterprises and across the Internet. In early 1996, she co-founded Marimba with former Sun Microsystems engineers Arthur van Hoff, Jonathan Payne and Sami Shaio. Prior to Marimba, Ms. Polese spent more than seven years at Sun Microsystems, most recently as the product manager for Oak (now known as Java). There, she played a pivotal role in conceiving and driving the Internet strategy for Java. As product manager, she spirited the development and promotion of the Java brand, including its business strategy, licensing model, marketing communications and developer evangelism. Prior to joining Sun, Ms. Polese worked as an applications engineer for IntelliCorp. Inc. She holds a B.S. in Biophysics from the University of California, Berkeley and studied Computer Science at the University of Washington, Seattle.