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

To: Mark Duper who wrote (148116)	11/29/1999 7:42:00 AM
From: TechMkt	Read Replies (1) \| Respond to of 176387

That is a spectacular article about DELL. Can't believe that GTW is commanding a higher PE. They may be hot in the US, but overseas (Europe, Asia and South America), DELL is killing them. They also are not players in storage or services IMHO. DELL will move into the 60's shortly. Those who have been on this thread for some time know that when it happens, it happens very fast. Fez

To: Mark Duper who wrote (148116)	11/29/1999 1:34:00 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Hi!! RE: Investors See Dell Lifting Off When Y2K Cloud Dissipates By Eric Moskowitz Senior Writer This article on DELL just may perhaps be the accumulative opinions from many on this thread...I know it is hard to just pick out two particular comments because I believe the entire article is excellent...If you know your DELL then the article makes great sense...If you acted and bought DELL during this flat period you will be rewarded tremendously in the future...IMO it is the opportunity so many should have taken advantage of.... For instance....In this article Kumar is quoted...And, it was Robert Williams that told us at the briefing in July that "2000 would be an outstanding year for DELL" Quite a bold statement for someone in investor relations to make to a group of avid Dellheads...Kumar's comments below (four months after): If Dell executes as it has in the past, 2000 "will be the year of Dell," says Ashok Kumar, an analyst at U.S. Bancorp Piper Jaffray. He rates Dell a buy, and his firm hasn't done Dell underwriting. And, so many have discussed this last situation over the past number of months...Jim Kelly, Chuzz and Sig have been telling so many that the math is simple...If you listened to them and others on this thread that have advised us that DELL is no longer a "box maker" .... You would have discovered that they have given this advice months in advance....Mazzucchelli's comments below: "An attractive valuation alone may not be enough. And so far this year, "Dell has had a tough time proving that it's proactive outside the box," says Lou Mazzucchelli, a PC analyst with Gerard Klauer Mattison who rates Dell a buy. His firm hasn't done Dell underwriting. Thanks so much for posting this article by Eric ....It is nice to find someone who took the time to put it all together...DELL has been working at a feverish rate to rid the box maker image...Those that have discovered this and bought DELL during this period will be very happy this time next year... Windows 2000 is coming...it will be hard to deceive anyone when DELL is passing the savings on to the rest of the world with a model that is being tuned ever and ever more efficiently ....The game is over...No one can compete with DELL... BUY DELL Best, Kemble