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To: kemble s. matter who wrote (143786)10/4/1999 8:00:00 PM
From: OLDTRADER  Read Replies (1) | Respond to of 176387
 
RE:Kimball-We must see what others don't to make the market our slave but be cautious that we don't become mesmerized by our own firm beliefs-Stepping carefully up to the plate .
I bought today---
so right or wrong we both have committed not just spoken.Best to you -excellent post -wbm



To: kemble s. matter who wrote (143786)10/5/1999 1:33:00 PM
From: TREND1  Read Replies (4) | Respond to of 176387
 
Kible
If I bought DELL at 55, how long do I have to wait to break
even ?
Larry Dudash



To: kemble s. matter who wrote (143786)10/5/1999 1:59:00 PM
From: stockman_scott  Read Replies (3) | Respond to of 176387
 
<<.And, on top of this the news of the CHINA explosion being "ahead of schedule">>

Kemble: Check out Today's Wall Street Journal. On page A16 there is an article on how "China's internet Draws $1 Billion U.S. Bet." The IDC Group Chairman (Patrick McGovern) forecasts the online population in China to reach an optimistic 100 million by 2005. Hmmm....Who is going to sell China all those PCs, servers and storage devices to fascilitate this..?? I think MSD and Mort know what they are doing by making a BIG bet on China in the years to come. DELL will become a dominant player in this major market in the Pacific Rim. IMO, many of the analysts have underestimated what kind of business China may provide leading US tech firms like DELL <VBG>...

Best Regards,

Scott