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

To: kaka who wrote (158022)	6/19/2000 11:29:00 AM
From: TTOSBT	Respond to of 176387

Re: "Don't you think if DELL reaches 95 cents (55% growth) or 1.02 (70% growth) management will begin to have a credibility problem? " My wife HATES when I do that! Then we go out and enjoy the rewards of my mistakes. IMO Wall St. has the same reactions to these type of credibility problems? TTOSBT

To: kaka who wrote (158022)	6/19/2000 11:36:00 AM
From: kemble s. matter	Respond to of 176387

Hi!! RE: Don't you think if DELL reaches 95 cents (55% growth) or 1.02 (70% growth) management will begin to have a credibility problem? Just a few quarters ago they guide future growth estimates downward to the low-mid 30's based on their size, and then show growth which they haven't seen in some time!!! That will signal that they don't have a handle on their own estimates and market conditions. Hey, I'll never have a credibility problem with them unless they deceive me....IMO that earthquake really confused them and with the draw back in the shipments due to Y2K hurt them badly....I heard they "paid a pirates ransom for component parts" and perhaps they realized this was the time to be much more conservative...Hey, was there gonna be another earthquake? :o( They honored all those previous contracts and that really killed em....It's nice to see that they are making arrangements to increase the new contracts should components become a problem in the future...DELL honoring all these contracts said more to me as a long term shareholder than anything to date... One thing is for sure here...If DELL is going to become "just 10% of that market".... Schneider (referrring to 2003 Trillion $$$ industry of infrastructure) DELL is gonna have to come out with one HUGE quarter sooner or later...Don Collis telling us last week that they are becoming "premier" supplier for that industry has me drooling...or better yet...I'm buying all the way up... Best, Kemble