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

To: stock bull who wrote (154082)	2/18/2000 1:16:00 AM
From: TTOSBT	Respond to of 176387

Re: "I suspect the profits from these investments won't really help Dell as they are not profits from operations. I believe these investment profits are shown under "other income". The Analysts are really interested in profits from operations. Let's not forget that Dell is still a computer company, not an investment company. JMO" Thanks Bull. Everyday I read these threads gathering information to get a better understanding of how to become an improved investor. I must say the perception of the street in the way of earnings seems to be in line with what your above statement says. Where I get confused at times is when Michael Dell sells some of his personal shares allot of people get worried that something is wrong, me among them. Also the center of focus seems to be on the core business while much comment is made about "outside the box" business and earnings. (I know stock holdings are not outside the box) So I ask myself, why when Dell the company (nothing to do with Michael Dell's personal holdings) shows a substantial -albeit one time 'potential'- cash infusion, is there not a more positive point of view? Or I should think an expert would give more weight to a company holding than a personal holding but the opposite seems to be the norm? An expert flaw to say the least! I think it may be a good indication that Kemble's success with Dell might have something to do with the way he perceives -in spit of what Wall St's perceptions are- and estimates Dell's value. He seems to put -and put forward that perception with persistence here. I am starting to understand how he became a millionaire(?) with Dell and maybe it could have something to do with why he made it to a higher public forum such as 60minutes was it? So I would like to thank Kemble for all his efforts in bringing out the not so obvious value Dell has no matter what the barometer experts say about them. And that's my opinion, Thank you. TTOSBT

To: stock bull who wrote (154082)	2/18/2000 10:38:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Profits always help. :)

To: stock bull who wrote (154082)	2/18/2000 1:31:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

SB, Hi!! RE: I suspect the profits from these investments won't really help Dell as they are not profits from operations. I believe these investment profits are shown under "other income". The Analysts are really interested in profits from operations. Let's not forget that Dell is still a computer company, not an investment company. JMO Hey I fully realize this...I just know they are making a ton of money and they can do pretty much anything they want with money...Afterall, had DELL made a 10% stake in this company and it flopped I'm sure the critics would be grandstanding... But, what I wish folks would imagine is what DELL can do with this software...Let's not forget that Chris Halligan (full page photo Fortune April 99) left DELL for Webmethods and he was the VP of Ecommerce at DELL...I've heard some very exciting possibilities...Afterall, E-commerce is only an estimated $7Trillion venture by 2004.. :o) Gotta wonder if DELL knows anything about E-commerce huh? :o) And most certainly DELL can use the money for buying back some shares some time; building or leveraging another server facility; or throwing a Texas style barbecue for DELL shareholders.. :o) Best, Kemble