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

To: zyx1996 who wrote (158811)	7/25/2000 3:24:18 PM
From: kemble s. matter	Respond to of 176388

Hi!! Thanks...If ya hadn't noticed...I'm a bad loser..And, I especially don't like being deceived...Right now this entire sector is one of misperception ...DELL is the problem here...They have won the PC game and the IMO retail stores are a thing of the past...The cheap PC's are a given loser...Servers will sell for DELL like PC's did...IF they already aren't...All you have to do is talk to a DELL sales rep...They'll candidly tell you that they are instructed to sell servers...And, when they have finished selling you a server...They will sell you another one and another one... :o) They like the margins...And this is why Andy Grove's comment a year ago: "Currently there are 4-5% of the servers required to run the internet by 2004"...is making the sales reps smile...This earnings could be a very telling quarter IMO for this misperception...This is why some of us are very excited about what we saw at the two Parmer Facilities...Parmer reminded us of what some of us saw at Metric (desktops) two years ago... Best, kemble