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


To: OLDTRADER who wrote (143602)10/2/1999 8:57:00 PM
From: kemble s. matter  Respond to of 176387
 
Hi!!
RE: RE:Kimball:Here are is my call-Today was like June 2nd at 31 or so only 10 points higher,DELL will get preferential treatment as they are the 4000 pound canery-They will "raise prices" and protect their margin.50-55, by end of year-you heard it here.Best,wbm

I don't think Dan Niles listens to conference calls...and if he did...He's manipulating the stock...Tom Meredith told everyone that DELL could "push" anyone wherever they wished with their "leverage" due to the DELL model...He also reiterated this on the Motley Fool interview within days of the earnings...Obviously if he used this comment again when "forced" by the brothers to send a message to Compaq it must have been an important aspect of his presentation...Why haven't we heard this mentioned with the possible price increases? DELL's efficiency is a constant advantage...Unstoppable in any environment...and as you have stated many times...The investment world hasn't figured it out yet...but, the "game is over"...

Best, Kemble