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

To: calgal who wrote (165494)	5/22/2001 6:01:11 PM
From: kemble s. matter	Respond to of 176387

Hi!! The price isn't what anyone should be focusing on...The environment of this AG created dive will change in time...I love what I see DELL accomplishing even in this environment...The recent % increases in the last quarter should be noted (as Kaka,Sig and DJ have been pointing out)... Can't ignore the estimates of the past prior to this spending freeze...DELL was planning this "boomer sooner landgrab" loooong before this freeze...Don't think for a moment that this hasn't been planned and is not just a tactic for this economic environment...Michael's Jan.1 2000 speech spelled it out very clearly...This consolidation has been in the works for some time...I'm sure he didn't just make this statement up and email it to all employees without having this planned well in advance... Will be interesting to see how long the others can hold their breathe... Best, Kemble