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

To: kaka who wrote (161153)	9/27/2000 4:03:13 PM
From: OLDTRADER	Read Replies (2) \| Respond to of 176387

It well could be - MER-since they are and always have been CPQ's banker As such: -THEY have long realized THEY HAD A LOSER!soooo THEY HAVE HAD A "BIG TIME" DESIRE TO DRIVE DOWN DELL so they can then put out an all point bullitin to their gazillion puppets to SWITCH-(brokers favorite word)CPQ into DELL!That simple.

To: kaka who wrote (161153)	9/27/2000 4:09:41 PM
From: kemble s. matter	Respond to of 176387

Gary, Hi!! RE: "While we are uncomfortable with the last 2 years of Dell's stock performance, we are at least now at a level which would be considered high for a company like Compaq, and we are growing at a rate 2-3 times of a Compaq, and are in the process of talking market share away form Compaq worldwide, so a price of 32 isn't so bad. And DELL is doing so well, we are able to squeeze margins and buy accounts so easily now with a 47% reduction in server price......." I wish he'd shout this every hour on the hour until the world understood the efficiency of their model is unstoppable ...now that the component prices are pushing in DELL's favor the drop in prices for their products is only natural...It's how they steal more share... Best, Kemble