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

To: kemble s. matter who wrote (139549)	8/18/1999 12:42:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

Kemble: I think these comments are more valid than they ever have been .... ING Barrings' description of DELL in their new research report (dated 8/11/99)... <<We view DELL as a Unique, Ultra-Efficient "Channel," Not Just a PC Maker...a primary source of DELL's Power flows from the fact that the company represents more than simply a PC maker, but more correctly a unique and ultra-efficient product and services " channel." To date the fact that PCs, and increasingly enterprise systems, have become more commoditized, has thereby played directly into this strength. Over the coming years, we expect this position to become even more apparent as DELL increasingly capitalizes on the direct closed-loop relationship that it has built with its customers. In commercial markets, this should include an expanding variety of products and services being funneled through customized web-based Premiere Pages (currently numbering around 20,000). In the consumer market, DELL has only recently begun to capitalize on its leading web capabilities by launching the Gigabuys.com online store, DELLauction site and DELLnet-branded Internet access service and portal.>> Hmmmm.....ING Barrings seems to start to put some of the pieces of the puzzle together in their comments. DELL is the leading global e-commerce powerhouse (and a very profitable one too). You gotta love $30M/day in online sales and a ROIC of well over 200%. I sure don't understand how the shorts can even think about trying to bet against DELL right now. IMO, it doesn't matter wether they are 22 or 72 years old...if you're not bullish on DELL, you may just be wrong. Some folks (and some ANALysts) just haven't done their homework. DELL is NOT just another PC company <VBG>. It's culture, vision, management, business model and growth possibilities are all very impressive (and unique in the hardware industry). It's a GREAT TIME to be LONG on DELL. See you in the 50s !! Best Regards, Scott

To: kemble s. matter who wrote (139549)	8/18/1999 7:51:00 AM
From: Dorine Essey	Read Replies (1) \| Respond to of 176387

Kemble, Our STAR, Michael Dell will be on MSNBC at 10:00am. They were discussing DELL all morning and mentioned how Daniel Niles trashed DELL the last two quarters but has since changed his tune. They also said NO ONE can find one thing to say bad about DELL and that DELL is back even better than where it was before. Why wouldn't everyone listen to us? Those of us who went to Austin who heard and saw what was happening should have listened. DELL is not a BB stock. Now as I write DELL @ $43 7/8. What an exciting day this will be. Dorine God Bless