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


To: D.J.Smyth who wrote (160733)9/15/2000 2:21:33 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176388
 
Darrell,
Hi!!

RE: ...In addition, Dell will announce two new Intel-based servers next week.

Everyone owning this stock is concerned about the price....Perception being everything....DELL will become #1 in servers just as they have in all other product lines...The model ...The model...The model...The question remains at what point will the investment world be convinced that they will conquer here at this level just as they did at the others...Sure folks doubt ....DELL has come from #23 in the computer world to #1 in the United States and the United Kingdom....I don't doubt that their efficiency and ability to market product quickly will succeed....On days like this I keep thinking of the Andy Grove prediction...Servers will be in constant demand....DELL's manufacturing capacity fits this perfectly....Add some storage here and services....Darrell, I'm very anxious to hear what DELL has to say at DELLCONNECT....I truly hope they fill the void many have with regards to all the initiatives/partnerships direction they are heading for...The shareholders meeting gave a wonderful account ...I personally don't feel they can repeat this strategy enough...

Best, Kemble