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

To: D. Swiss who wrote (140748)	8/27/1999 11:27:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Drew, Hi!!! Isn't it amazing? Here we go again...Kevin Rollins tells the world what they're gonna do...He "underestimates and then overachieves"...The idiots don't believe him...they sell the stock...You know I spent around five hours today reading and reorganizing all my "bibles"...I'm stunned by the speed DELL is growing in the internet sales..One year ago they were growing at $6 million per day...Now, $30 million and at 40%...Seems like DELL has "deceived us again"... :o) They projected 50% by 2000 end...Unless the entire corporation goes on vacation for a year and half we'll be blowing by that number real soon...Once again another indication that the world is going direct...Of course folks still don't listen..Take this quote for instance and tell me why anyone sold the stock since last August. "WE DON'T NECESSARILY NEED TO GROW FOR DELL TO GAIN SHARE...THE MARKET IS MOVING FROM INDIRECT TO DIRECT AND THE STRUCTURAL ADVANTAGE THAT WE HAVE IS NOT SOMETHING THAT'S EASILY COPIED OF EMULATED...SO THE SHARE WILL GO TO THE MOST PROFICIENT PROVIDER....AND THAT'S DELL." In going through my VCR recordings I found this from the CNBC 2nd qt. 98 broadcast...One year ago Drew..One little year...$6 million a day to now $30 million......What an incredible % gain...Michael should be proud...The world is not just going direct...they're alllll going DIRECT to DELL... Drew babes..This is power...pure power...DELL is conquering the world...$30 million a day...and some fools sold it today...And, bought some other internets...I can't believe it... "A Million Old Soldiers Will Fade Away"... Best, Kemble