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To: rudedog who wrote (164717)4/12/2001 5:58:20 PM
From: kemble s. matter  Respond to of 176387
 
Hi!!

RE: Kemble - I'm not sure DELL should do anything different. It's just an observation of the boundaries that their strategy places on their addressable market. They can always adjust if they feel cramped.

Good comment...Will be interesting to follow their boundaries (like that word RD)...Now that Jim Vanderslice; when referring to a question on DELL's storage; said: "collapsing the margins of the industry" one week ago at the Pierre Hotel...

Best, Kemble