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


To: Sig who wrote (156898)5/9/2000 10:38:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Sig,
Hi!!

RE: Negative talk vs. splits

Increasing I ask myself why do I hold so much DELL...or should I admit that my friends up here ask me this question constantly...You know..."geez, wasn't your 5 splits in 36 months enough?" "why not run now?" "do you reaaaallly think they can continue to grow?" etc. etc.
Sig, there is an incredible amount of confidence here...I believe that I have tapped some of the most intelligent DELL bulls on this thread for many years...I've constantly stolen information from management and put this at the forefront...Yes, what scares me is the future...We're talking trillions now in a sector that I still see as being in the bottom of the second inning...Sure it was only 4-6 years ago we mentioned this same analogy...but, you know...I believe it more than ever...The more I know...The less I know...and the opportunities that DELL has before them are so vast I cannot think of a more undervalued company at the moment...IMO the patient will be rewarded...How many? Well, I've posed that question a number of times...And, I believe DELL is just getting started at a much more lucrative time for this company...

Best, Kemble



To: Sig who wrote (156898)5/10/2000 7:18:00 AM
From: hdl  Read Replies (1) | Respond to of 176387
 
dell is no ibm



To: Sig who wrote (156898)5/10/2000 5:15:00 PM
From: jim kelley  Read Replies (2) | Respond to of 176387
 
Sig,

Do you know if DELL shipped an 820 boards with SDRAM?
I believe they shipped them with RDRAM only but maybe I'm mistaken. This could be important to earnings.