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

To: D.J.Smyth who wrote (157564)	6/2/2000 11:12:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Kaka, Hi!! RE: I remain however, A Dellhead. Patience is the name of my portfolio....And although many have the same sad sentiments concerning the growth of other companies vs. the slow rise in DELL's appreciation I believe that staying with the gal that I brought to the dance is the best strategy...Or at least staying with what I know the best... :o) Sure some may question this entire sector and I find it hard to believe at times that I know more than others...Yet, I feel that confident with what I have learned about this company...Heck, if I'd made $1 for every friend that tried to pull me to QCOM or JDSU I'd reaaallly be rich... :o) I don't regret missing those runs...I am a long term investor who feels comfortable knowing that I've found IMO the greatest company in my lifetime...And, why I stay is purely because I believe that DELL has a ton of market share in many different areas in which to grow....The model ....The model....The model....This is all you hear the DELL folks talk about...And, it can never be echoed strongly enough...Call them a fast follower....Call them a box maker...Call them anything derogatory that you want...They have earnings that are the envy of the world...They are a cash cow with a ROIC that will have a chapter in some financial text someday devoted just to their success with this....And, why am I scared? Simply because Michael has told us "they're in diapers"....Yeah, that's my way of puttin' it...Yet, I believe it....Haven't been misled yet....So, I'll stay with all the shares I own and plan on continuing to accumulate as many as I can on dips... Best, Kemble