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

To: OLDTRADER who wrote (141450)	9/3/1999 9:30:00 PM
From: kemble s. matter	Respond to of 176387

William, Hi!!! RE: -Next week could be one of those "old type" weeks-If DELL again begins to track % -wise- INTC (which it has over the past ,until July 27th when INTC went North on it's own),then tack on 78 percent from June 2 low and you get 57 for DELL. Father is really happy William...DELL broke that triple top here...He likes the charts and keeps track of the short and long interest...I'd just as soon leave the math to you guys... :o) But, I agree...we are getting further and further into the third qt. and anyone that thinks DELL isn't going to have one of their old time qts. hasn't done ANY homework...Now, if they announce a "walk don't run IBM deal where the PC business moves over to DELL...well, that changes everything..not only will DELL instantly inherit the entire business in X years...The competition will be who? That's the huge PE question...Who will stop DELL in contractual deals? IBM is not just the % of PC's coming over...the "REAL DEAL" is who can stop DELL if they exit? Andy Swerver's article in Fortune predicted DELL being "Unstoppable" without this deal...With this deal it will become a reality overnight...DELL, guaranteed 50% of world wide market in five years...Now, I think we have a reason to understand why Nashville exists...and why the "footprint" of Parmer is on go...Why they are hiring a ton more in Limerick (checked the additional % but lost the paper...trust me it was significant)... DELL will conquer the world very rapidly if this occurs...and if it doesn't occur...I'm still going to wait another year or two for this to happen... :o) Best, Kemble