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

To: Patrick E.McDaniel who wrote (172424)	2/14/2003 10:02:50 AM
From: Sig	Read Replies (1) \| Respond to of 176387

Pat I just got up so missed the start but here they come now Its Needam by a nose, no, now its First Albany, with Bear Stearns nowhere in sight- as they come to the wire its still First Albany by 26 minutes And First Albany wins it, Needam is second, and......... Sig

To: Patrick E.McDaniel who wrote (172424)	2/14/2003 2:54:05 PM
From: Sig	Respond to of 176387

John does a better job of estimating Dell than anyone I know. I get too optimistic or pessimistic at times You have both been here on SI for 7 years. So I pay attention to his reminders of the channel @ 24 to 28,29 So I guess anything under that can be bought .I am holding some Dell, last buy at 23.5, and also have some of the 2004 or 2005 20 strike Leaps. I would also like the 25 or 27.5 strike Leaps Its not Dell thats the problem, its the market Sig

To: Patrick E.McDaniel who wrote (172424)	2/14/2003 8:57:24 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176387

Patrick, Hi!! RE: mgmt does not believe things have intensified and the growth in operating margins shows its model can react. Also believes the expiration of co's put option program could provide some uplift to the share price, in that Dell can now repurchase about double the shares for the same cash usage. I wonder if First Albany is a french company. If their research was good they would know the state of Dell before they reported. Now they jump on the bandwagon to claim credit after the fact. Patrick...That's laughable...But, it keeps occurring over and over...It goes something like this: "I'll let you know how to bet on the game after I listen to the replay" How is this analysis? Just listen to the CC quarter after quarter...Read the results...There's a very obvious pattern...The DELL model is INCREASING the efficiency and the margins of the company...The newer products are growing the company and the future has Michael Dell proclaiming that "THERE ARE MANY OPPORTUNITIES TO ADD"... My nephew that manages one of George Soros' funds predicted that HP wouldn't last the five years I predicted...Let's see what happens once that ink margin starts to dry up...I wonder what the "experts" will say to then? Best, Kemble