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

To: Sig who wrote (158417)	7/9/2000 9:22:02 PM
From: bonnuss_in_austin	Read Replies (1) \| Respond to of 176387

Mr. Sig: re annual meeting here ... Hello, "Sig" et al! Please allow me to introduce myself ... I'm 'bonnuss in austin' ... new to SI as of February or so ... spend lot of time on Voltaire's Porch ... through which I've met VENKIE, who 'sent me over here' ... <g> I'd love to meet up with any of you coming to Austin and want to make sure I know your plans. Such as 'night before mtng' restaurants/Sixth Street (ha ... unless y'all have done that scene so many years you're tired of it) .. ANYWAY ... is there anyplace I can go on SI to keep track of your planned 'whereabouts' while you're here so I can find you guys? I'm STILL long on DELL ... call me a 'hopeless romantic,' a 'stooge,' a 'genius' <g>, an 'idiot,' a 'dinosaur,' ... just call me still long on DELL ... Best Regards to all, 'bonnuss_in_austin' ###

To: Sig who wrote (158417)	7/9/2000 11:02:00 PM
From: TTOSBT	Respond to of 176387

Re: "Well there ya go again- giving away the game plan before all the players are seated." One small detail Kemble didn't mention -cause it may not be important, IMO Dell now has what the MEGA-MEGA-BUCK investors love in a company PRICING POWER And from what I been reading between the lines in management's talk, specifically MD & Vanderslice, they are getting ready to use it. If you don't buy Dell the stock for sure you need to buy Dell the machines cause their goin up and when they make that announcement the stock will follow. JMO! One other reason I surmise this, has to do with the previous chip pricing a few months back. You remember, what caused Dell to miss when MU raised due to shortages after the earth quake. Well it does seem Dell will have shortages in their machines to customer orders as the slowest q2 period just ended and the busy q3/q4 is beginning. If q2 sales were strong it's a given we're in for a huge huge second half! Of course we know that the pc is dead theory has all those shorts in Dell waiting to collect their riches! So if my above assumptions are correct it will be an added bonus to Kemble's "giving away the game plan before all the players are seated." They can cover now or cover later! Remember we may still be able to get Dell stock cheaper than current levels BUT NOT FOR TOO MUCH LONGER!!! TTOSBT

To: Sig who wrote (158417)	7/10/2000 6:09:25 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sig, Hi!! RE: I expect GTW to make the grade on Thursday, but in case they don't am sure your wife could handle Robby so Mrs Drew could get a job to help out. We can afford to be nice now. Was just chatting with Drew...Robby is way toooooo much to handle...Let's hope Dogway hits a big number... :o) Best,Kemble

To: Sig who wrote (158417)	7/10/2000 10:20:43 PM
From: kemble s. matter	Read Replies (4) \| Respond to of 176387

Sig, Hi!! A few folks have sent me this tonight... RE: Dell is getting ready to report earnings for Q2. We have completed our quarterly customer survey and if the past can tell the story for the future, Dell is getting to report a STRONG UPSIDE. We have the complete preview on Dell’s Q2 numbers at the-adviser.com. Sig, it's growing short...The time that is before the leaks..Fairly soon Patrick will have his lights and car counts factored into his earnings estimate...About this time news releases will begin...Get on board quickly ... Best, Kemble