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

To: OLDTRADER who wrote (161008)	9/22/2000 5:51:17 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

about Meeks: even Kumar stated on CNBC this a.m. that Intel supplies but 3% to 5% of the Server market. 3% to 5% is quite a range. possibly he doesn't know for sure. but, Dell's strength in Europe is coming from, as Dell says, the corporate sector which is represented principally by Enterprise and laptop sales in Europe. household desktop units are only now catching on with the newer generation in Europe. thus, several factors don't jive with Kumar's insistence of tieing Dell in Europe to the weakness in home PC sales there. at a mutual fund sponsored meeting this a.m. it was pointed out that over the last ten years the S&P 500 has risen 18.5% average per annum, while the EAFE Index(Europe,Australia, Far East) has risen but 7% per annum. yet, from 1980 to 1990, the EAFE well outperformed the S&P 500. Their point to all this was "regression to the mean", that is, for the next ten years the S&P 500 will regress back to it's norm (10% per annum) while the EAFE will regress up toward it's norm (which has been closer to 12% per annum). the good news about this thinking (which comes, by the way, from fund managers who are well respected - i.e., American Funds) is that its time for Europe and the Far East to shine. So, at least for the American Funds managers, they're shifting their assets to the international scene where they can do so. Dell, of course, now has strong International presence and is poised to take advantage of this coming growth. For these managers, who were convincing, technology remains a high priority. The question I had was that since the U.S. supplies nearly 70% of the world's technological cutting edge products, and since any European and Asia's growth will be dependent on this technology, would that not be positive for U.S. technology companies? This was positively confirmed.

To: OLDTRADER who wrote (161008)	9/22/2000 6:39:10 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

OT, Hi!! I'm very happy the way the market treated DELL today...For me it shows some are still out there listening to the management...IMO encouraging...Let's face it...They aren't happy either missing by that short amount last quarter...Like I mentioned this morning...It really was only 4 days of internet sales @$50Million/ or that one Govt. contract...As Kaka keeps reminding everyone: "How many companies that have $2Billion in revenue for the entire year can't even grow at DELL's rate?...And, DELL's almost making that much in cash each quarter?"....OT, he's got a wonderful yet simple point here...DELL IMO is the Yankees of the 50's....It's kinda like what can you do to top this?...Everyone is expecting them to win by five runs and pitch 3 hitters...Speaking of cash... Drew IMO has nailed it right on...DELL making the cash it does deserves a hell of lot more credit with this market than they are receiving...They're still growing at multiples to the market all the while they keep turning that corner into new revenue areas which Patrick keeps explaining "is simply amazing"..."who else can maneuver like this at $25-$33Billion in sales"...Yep, DELL held up well today...Hopefully we have some investors out there that are taking note of this two year funk and start to understand the value people like Sig and others see in the future of DELL...I'm sure my SAT scores tripled would match anyone of these guys :o)...But, I am not that dumb that I don't understand they are remaining in DELL because of what they know DELL can deliver going forward...Today hopefully was the low to beat all lows and from here we build to new highs after a great quarter and outstanding fourth quarter... BUY DELL...Patrick bought today and probably bounced us off those lows! Best, Kemble