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

To: gary d. who wrote (141477)	9/4/1999 3:02:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Gary, Hi!! RE: Kemble, a while back you mentioned that you had begun your 10th or so Dell bible. I thought what a great way to keep up with the story. I started my first one at that time. Well, I think it would take me a lifetime just to type the first nine...As a matter of fact I started #11 today...July-August was packed ...You know I keep screaming about all the exciting news these past few months...I really do attempt to somewhat "limit" my euphoria because it does carry a great deal more work to keep track of and keep re-reading,etc...But, the news coming from DELL has so many possible links to further and IMO much greater market revenue growth...The areas of these possibly revenue growth topics have caught my curiosity and thus my imagination...DELL is certainly turning here..an unbelievable "event" IMO ...still maintaining earnings; stealing more market share; destroying CPQ in the process; etc...Patrick mentioned the other evening that it truly is an "unreal feat for DELL to be accomplishing what they are doing and really achieving this while turning on a dime"...Of course there are plenty of folks out there that haven't discovered this yet and thus aren't purchasing this stock at what we perceive to be a bargain price...Tom Meredith's words keep echoing here and if it is possible for something to actually increase this guys' confidence..His words certainly did! Keep collecting those pertinent articles..One thing I would possibly suggest...Get two months of them and then read them backwards...It's scary! But, this is where I draw my confidence from... :O) Best, Kemble