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

To: stockman_scott who wrote (169657)	5/17/2002 8:09:54 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Scott, Hi!! RE: Dell switches may threaten competitors I guess you sent this since you read my comments concerning the growth in the switches... :o) Well, it's not my quote...But, the switch growth is exploding faster than any other sector of the market that DELL has ever entered... So where do you value DELL? Who's gonna stop them at whatever Michael decides to sell? How? Remember reading of Ashok Kumar's "demand" for storage...Well, 72% rise Y/Y and Ashok now goes positive...DELL IR told us of this two years ago...Vanderslice boasted of it two years ago this July at the shareholders...The vision and lack of transition in DELL leadership will put a new name on this company reputation...DELL*MART... Michael "plans" to save another billion $$$ this year in efficiency measures...He told us this two years ago this past January!!! The squeeze has been on for two solid years and Kevin Rollins announces last quarter and this quarter the actual $$$ amount for this year...Hell, look at the market share they've stolen over the last two years...DELL's cheap here... Move into printers and ink Michael! Best, Kemble