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

To: kemble s. matter who wrote (142062)	9/14/1999 9:07:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

<<Michael tells us today: "OUR COSTS ARE ABOUT HALF THAT OF OUR COMPETITORS, SO WE HAVE A STRUCTURAL ADVANTAGE," AND THE INTERNET IS ACCELERATING OUR (MARKET)SHARE GAINS"..Heck, Frank...Michael is the nicest guy in the world...What he really just told us today is DELL is beating the piss out of anyone in their path...the game is over...IMO this is "CHECKMATE"...>> Thanks for sharing the Insights Kemble.... DELL is a very healthy company with a great future and I love their new ad campaign. I saw MSD on CNBC this morning (in a new ad) and it was compelling. This evening I am reading today's Wall Street Journal and DELL has taken out a full page ad on pg. B-7. Michael is standing in front of some PowerEdge Servers and has a personal message to folks. They end the ad by saying.... <<Visit dell.com to learn more about how our new enterprise products, software, technology consulting and team of professionals can help make the Internet work for your business.>> It is THE BEST technology ad I have seen in years. I know I am biased but I mean that <G>. DELL is truly an awesome solutions provider and of course we know they often have THE BEST solutions. Everyone wants to establish DIRECT relationships with their customers and DELL is in a position to meet their needs. See you in the 50s...!! Best Regards, Scott ------------------------------------------------------------------------------------- P.S. I love this passage from the new DELL Innovator web site I listed above...:-) <<Dell is direct. Our commitment to one-to-one customer relationships has changed the way the world does business. Start your direct relationship with Dell today... and find out how much your business can change.>>

To: kemble s. matter who wrote (142062)	9/15/1999 7:28:00 AM
From: GVTucker	Read Replies (2) \| Respond to of 176387

kemble, that's a fine statement of the bull case for DELL. I disagree with most of the subjective information, but it gives me a lot of food for thought.

To: kemble s. matter who wrote (142062)	9/15/1999 8:51:00 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<<<DELL is definitely NOT the same DELL as before...the DELL engineers and employees have worked feverishly to rid DELL of this box label.>>>> Kemble. I believe you have hit upon the problem which the establishment has in continuing to underate Dell. The company is very hard to define while forging ahead into new areas and concepts. Is it a box maker, an e-commerce force, a virtual integrator, a sales org., an Amazon to beat all Amazons?. And what is next.? The "Be Direct" ad tells us it is a direct and efficient way to solve communications problems. But thats only a part of it. Despite the fact they built computers (to begin with)G, the methods used were so unique as to make it much more than 'another box maker' Not being a follower, but a leader, there is no meaningful precedent or comparable company to tell us how big or how far Dell can go. So to communicate their ideas or opinions, analysts are forced (wrongly) to compare Dell with the performance of other companies which appear to be in the same field. Gtw, Cpq, Ibm,E-bay(hehe) etc. Studying the past history of those in regard to P/E, ROE, sales per employee, number of Kiosks or stores, rate of growth, market cap is looking for limits that may not exist ! Chuzz has got it figured pretty well with analyses on use of capital. Dell tells the truth- growing at 'several times the industry growth rate and the margins are holding Summary: Here sits Dell at $47 share, with 4 bil cash, 4 bil shares in the treasury, many square MILES of property under development in Austin, Tennessee, and Brazil, and an open field to run in. Wagons Hoooooooooooooo Sig t

To: kemble s. matter who wrote (142062)	9/15/1999 11:10:00 AM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 176387

Good Morning Kevin, I want to personally thank you for all the time you spent collecting your prolific and compelling thoughts of why Dell will be a great super company to invest and hold for the long term. Thanks for spending all that time and wish you the very best of success and prosperity Best Regards Frank