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

To: kaka who wrote (171549)	11/12/2002 10:43:22 AM
From: kemble s. matter	Respond to of 176387

Gary, Hi!! RE: Dell launched its U.S. Consumer business in August 1997, and today it accounts for approximately 20 percent of its overall revenue. In the company's second fiscal quarter that ended Aug. 2, Dell products purchased by U.S. consumers increased 47 percent year-over-year. I thought the US market was saturated...Yeah, with DEll's...80% more to go... Best, Kemble

To: kaka who wrote (171549)	11/13/2002 10:05:20 AM
From: kemble s. matter	Read Replies (5) \| Respond to of 176387

Gary, Hi!! Valuation: I read where GV, Bill and Gabriel are discussing the PE ratio and the recent article from Briefing.com ends by suggesting that DELL's earnings run up should be a reason to sell into it... Yes, perhaps it had been for the last two years...I believe that the situation is much different this time around...Sure, I'll probably be wrong...I just have always wondered why anyone would even buy a share of the others when they don't make money...As Sig has often stated and Drew used to argue: Isn't it about making money? DELL is currently gaining market share at an all time rate...HPQ is in a spiral...GTW is being fed by Waitte...How much longer can companies compete against DELL? The newer products with higher margins (recently pointed out by Gabriel) is IMO an attention getter...DELL has proven time and time again they don't move until the situation is ripe...Briefing.com is wrong...If DELL hits some unexpected numbers and we hear that stabilization is there with a pick up of any type...DELL moves and moves big...Indications of business pick up coming from Gartner/Europe (DELL spokesperson) two weeks ago..."Storage/servers" was not cancelled out by any DELL executive...This is one CC everyone now holding DELL should listen closely to... Best, Kemble