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

To: Calvin who wrote (147540)	11/17/1999 12:45:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Calvin, Hi!!! RE: cbs.marketwatch.com. IMO the numbers that DELL has been producing have not been factored in...Jim Kelly has mentioned numerous times that the growth rate of DELL vs. some of this year's high flyers is not exactly making sense....The news of DELL expanding out of the box (which IMO has been occurring for many months now) has not produced a result in the stock price...The misperceptions still exist and the impatience has grown to an all time high...What I believe one should consider is a game that has been caused by a run up that no other stock has ever made...Last year alone DELL was up 249% ...our growth rate has "slowed" ...in some regards....to below 50%....Many factors have contributed to DELL not being able to pop that unbelievable quarter once more...Personally, I feel that every quarter was a wonderful accomplishment...Judging DELL vs. all the others I find no reason to consider any other...Where else would one go for a 40% plus gain in what some are considering "down quarters" ? Calvin, the fact that DELL is so undervalued has many sick...I maintain that the game will be played out eventually....the money will return and additional money will be added...It's news such as what you have just sent that keeps me thinking positive...There is no question that the market is there for this wonderful model...Let us not forget that Michael has told us: "MORE OF THIS WILL HAPPEN IN THE FUTURE THAN HAS HAPPENED IN THE PAST"... Thanks again for the link.... Best, Kemble