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


To: D.J.Smyth who wrote (160705)9/14/2000 12:32:10 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176388
 
Darrell,
Hi!!

I spoke with Kevin Rollins briefly at the shareholders meeting...We didn't discuss such...What did excite me was the lesson I received from a DELL rep at the storage display ....IMO their is no fear of this NOT being a huge play in the future...Time is what they need to make sure all runs well with this...A number of times I've mentioned how Jim Vanderslice (who I also met there) grabbed the microphone at the meeting when this question concerning storage and Convergenet was posed....He made it very clear to all that it would be well worth our waiting as shareholders that "this was a winner"....
The comment concerning servers/storage came from the DELL rep who gave us a tour of the facilities....I have reason to believe that nothing has changed... :o) Seeing those truck ports moving components in and products out is a incredible view to a long term shareholder....Two facilities with a total over 94 truck ports from the East bringing in components...and 94 truck ports on the West pushing finished products out...And, what is even more exciting...A third facility is currently under construction across the road...
:o)

Best, Kemble