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

To: Mike Van Winkle who wrote (158129)	6/25/2000 9:46:00 AM
From: Sig	Read Replies (3) \| Respond to of 176388

Hi Mike: Lets lay some words on non-believers, try to discourage some overleveraged bears .(G) The official, unadulterated Dell Venture site: dell.com Dell Ventures invests in the Intel 64 Fund , which is a fund in itself, and I think Medilogic could be big as it permits moving patient records over the Internet.Big on wireless items also. IMO Dell itself could be the next Dell, which would be a surprize to many except Kemble, since any of the Ventures could can have exceptional growth. As a rough calculation, Dell has managed to expand the workforce by 50% and facilities by 40% in the past year and still has ~$8 bil left over for purposes such as this and has stated they will continue to add to Dell ventures funds which I think contributed 3 cents to last quarter earnings. All signs point to a continued move of business to the Web . Auto companies and suppliers, oils, airlines,chemicals, and metal companies are setting up procurement or reservation systems on the Web. They will need higher level devices than Palm Pilots and set-top boxes to do that. They may need more and better breeds of the supposedly vanishing desk-mounted computers. And lots of storage somewhere in the system. Summary: It does not seem wise to put a limit (30%)on what Dell can do. The antiquated "just another box-maker, anybody can do" it argument is gone, as is the argument that computer sales growth is slowing to( 17%?) a year. The 30% growth estimate is solid base( should please most investors) G. Discussions at the shareholders meeting (less than 4 weeks away) cover the subjects of where Dell has been and where they are going. Could be interesting. Wagons Hooooooooooooooooooooooooo. Sig