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


To: calgal who wrote (151127)1/12/2000 1:01:00 PM
From: kemble s. matter  Respond to of 176387
 
Hi!!

RE: Over the past year, IBM has signed component supply deals with several rival computer makers, including a 7-year, $16 billion pact with No. 2 personal computer maker Dell Computer Corp. (NASDAQ: DELL) this spring that was followed up with a $6 billion computer services pact between the two companies.

And the mastermind behind this...Vanderslice....and who might he be working for now?
:o)

I'd be buying all I could in here...not just because of IBM...Had a wonderful conversation last night with someone who I believe has held a very conservative model of DELL for a good deal longer than I've been on this thread...He is convinced that DELL's revenue expansion will push DELL to the mid 80's (with a low PEG 2001) by May...

Best, Kemble