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To: D.J.Smyth who wrote (155710)3/29/2000 6:17:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176388
 
Hi!!

RE: will the perception change come before or after a few influential market makers STOP hocking their birthright in exchange for their daily pot of porrage? geez

Ain't that the truth...

Went for a walk today after school...Cool and overcast here...Dog loves the run through the woods and streams..Well, it's incredible what my mind "finds" while I just get away from the bullshit that the media spews daily...Thinking where DELL and technology in general was a a few years back and remembering what these same "gurus'" spewed back then makes me laugh...It doesn't take a long time for me to realize that listening to the DELL management is still the only source we really need...The flatness this past year IMO was a combination of two things: Internally DELL chose during the first two quarters to put a hurting on CPQ while CPQ was attempting to go direct and at the same time were trying to absorb the DEC acquisition...Externally the earth quake; Rambus and the INTC situation crippled DELL ...This year baring any earthquakes or unforeseen land mines I believe we will find DELL on a rampage stealing more and more market share and further proving that the game is over...Ohhh yeah, back to that log in the woods...The quote that keeps hitting me and settling any nerves on a day when the screen reads red..."CHECKMATE"...IMO Michael could never have used that strong a word in his reply to Mort unless the game was over...

Best, Kemble