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

To: stock bull who wrote (169907)	6/20/2002 12:21:44 PM
From: kaka	Read Replies (1) \| Respond to of 176387

Stockbull, Re: "IMO, we are going down to the mid teens, low twenties." Low twenties....lets say 21 represents a 12% drop from current levels. Mid teens....lets say 16 represents a 33% drop from current levels. Quite a range. What would be your time span for such drop? Despite all the valuation concerns, Apple, AMD, IBM, etc. DELL recently reaffirmed their prediction of sequential growth. No one is focusing on that. Cheers, kaka

To: stock bull who wrote (169907)	6/20/2002 1:40:12 PM
From: kemble s. matter	Read Replies (4) \| Respond to of 176387

Larry, Hi!! Fully understand the issues you've raised...What is the valuation of a company that not only dominated the PC business the last umpteen years... but, has recently entered the router markets (fastest growth market of all sectors ever for DELL) and is on the verge of creating another (even higher margins) market in printers and ink? Not much intelligence should be needed if one anticipated and used historical references to judge DELL's valuation. Who's gonna stop them is the real question? What valuation should we place on what they have accomplished? What value should one place on the others who have been losing $$$ for years due to DELL's efficiency and model? Is DELL's valuation ever high enough when the others can't make money at what DELL does? IMO some of the others are like betting on the 62 Phillies...What valuation should we place on companies that have CEO/managerial shifts which resemble managers under George Steinbrenner during the Martin years? What valuation should we place on two companies that merge possibly for one reason: Avoid DELL domination by division...Although so many others have tried and all have lost... No other CEO has been able to derail Michael's model nor match his ability to defeat them despite their abilities to leverage various hardware and services against his desktops; then workstations; then servers; then storage; then what next??? Who is levering what against who now? My valuation is currently anticipating what DELL can do with a printer/ink deal against the others... DELL's future predictions have remained very stable...Sure the recession has extended the time frame but the $100 billion in sales has been their immediate goal since 1999...And, the $100 billion is not the end of the line...What other company period...is even discussing their future with the same optimism? IMO the leadership at DELL is very confident...You surely don't hear many other CEO's who are as focused on the future as DELL...IMO the others are focused on surviving this bear market...DELL is going right ahead as scheduled... So, what is the valuation for a company that one day may own it all? Michael's 37...37...and he still has a voracious appetite for stealing market share...The others are all overvalued... Best, Kemble