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

To: Sam Bose who wrote (158850)	7/25/2000 9:50:54 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Sam, Hi!! Excellent analysis...Let's hope that the 8 trucks (5 in and 3 out) that we saw in ten minutes coming out of Parmer #2 will be some of the proof of the higher margins this quarter...IMO if DELL can knock that margin up they just may in effect cancel that PC image even though it's made millions for many...Imagine what DELL's model can do with Andy Grove's prediction... Interesting write up in the Friday edition of IBD (p.6)(getting to the old ones now that we're home)...Michael and Jim Vanderslice clearly have set the stage for a "show me" situation on Convergenet with the analysts... :o) Best, Kemble