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

To: kemble s. matter who wrote (138672)	8/8/1999 11:43:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 176387

KEMBLE for PRESIDENT! After I read your post I'm ready to go out and cut down my dead oak tree out back, screw the chain saw I'm going to use my ax now. <gg> G

To: kemble s. matter who wrote (138672)	8/8/1999 11:59:00 AM
From: Sig	Read Replies (3) \| Respond to of 176387

Kemble: Re Pain post Last Oct 20 Scott posted this statement from his companys CIO: <<<I am confident that DELL will get our business and I was most impressed with the knowledge that their Midwestern Major Account Manager had. On Friday she is going to introduce me to a number of DELL execs and possibly even Michael. Last night she also shared that DELL is currently selling 700 servers/day and quickly ramping up to sell 4000 servers/day. The server business is exceeding their HIGH expectations.>>> That would amount to 120,000 servers per month, in the days of year 1 BT( before Tennessee). So what is their potential market when 20 times the existing no. of servers will be required in only a few short years?? And if the server estimate is true, how much added storage will be required ?? Each of the new areas where Dell ventures has the same potential for explosive growth. China, Brazil, E-commerce.And even the consumer market. If computer sales are up 35% in the US and Dell grows at multiples of the industry rate, that's over 70% As you stated: "the philosophy of DELL where they refuse to enter something until it is of the greatest opportunity to the shareholders" Using math, TA,projections, and comparisons between companies in the same industry to establish a price estimate for Dell has not worked in the past and will probably not work in the future. I believe one can and should handle Dell stock in a manner that does not put a a limit on the upside potential. Sig

To: kemble s. matter who wrote (138672)	8/8/1999 12:02:00 PM
From: TREND1	Read Replies (1) \| Respond to of 176387

Kible I am not into FA, but it seems to me that CPQ and IBM are not DELL's problem. How will DELL handle Emachines ??? Here is a company that has come from no where to one of the top producers. Some say they are now number 3 ! Could Emachines be the next DELL ??? And am I correct that you say DELL will earn 18 cents ??? Larry Dudash

To: kemble s. matter who wrote (138672)	8/8/1999 11:38:00 PM
From: T.R.	Read Replies (1) \| Respond to of 176387

Hey Kemble, Now tell me what you've really been thinking <vbg.> I believe you are right on your beliefs regarding the direction DELL is taking relative to becoming more diversified. The successful companies will be run by CEOs who have learned from the past regarding mistakes made by other major companies (historically.) Personally I belief M.Dell and Company know their business history very well. I won't go so far as to claim we will see the unbelievable growth many of us enjoyed in the not too distant past... BUT..I do believe the future is very bright. You have a good week! Tom P.S. I'm busy trying to live up to a slogan I've got on a great shirt sleeve I'm wearing <heh,heh,heh>