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

To: D. Plen who wrote (170281)	7/19/2002 11:43:55 PM
From: Sig	Respond to of 176387

<<I was in Austin in spirit anyway this week! I am surprised that the Austin convention centre was packed. Even in y2000 it didn't seem quite full. Was that lady in the fluffy red dress there saying her usual "Michael you really should give some back to the shareholders in the form of a dividend"? Several of her relatives were there and asked the same old dividend question.<g> << Did you and the rest of the DELLheads dig into a huge steak afterwards as is the tradition? Was J.B.Nabors there? >>> We ate seaford at Papasitos. Dell's convention room not crowded-perhaps 1/3 or 1/2 as many as in old days. The fact one needed a Pass to get in would keep some away, and probably some of the Press also. But we still made a lot of noise cheering. Alison was there but JBN could not make it on that day because of a family situation. <<< Much as I enjoyed the y2000 ASM, the 1999 one was a little more fun because the DELL factory outlet (DFO) was open at that time, and I got my flat panel monitor there at a HUGE discount plus an extra 5% off because we had some badges showing that we had just come from the ASM. The reports from you and other faithful reporters at the ASM are encouraging. Dell has well earned the respect of its shareholders and the investment community. Even though it is 50% off its all-time high of y2000, it is a stable haven compared to so much of the wreckage that is out there. DELL is executing beautifully in a challenging, but huge market. At an $800B worldwide IT market, there is indeed room for DELL to grow from $36B. What it has on its side is rock-solid management who haven't been distracted by mergers and acquisitions, .com businesses or other fantasies. They have steered a cautious and very stable course compared to CPQ and GTW, and are reaping the rewards because of it. I am very proud to have been a Dell shareholder since 1992. I won't change that any time soon.>> Regards Sig