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

To: kemble s. matter who wrote (172715)	5/7/2003 11:20:24 AM
From: kaka	Read Replies (1) \| Respond to of 176387

Hi Kemble, Re: What's next? Earnings and a very important conference call next week. I'm having a difficult time looking out much farther than that. What worries me....Last November 14th DELL closed @ 30.94 only to fall back to 22.86 on February 10th. So now we're back up again to 30.93 and I'm having a hard time figuring out why. Greenspan's comments; John Chamber's comments and even Kevin Rollin's comments further compound my feelings. Cheers,

To: kemble s. matter who wrote (172715)	5/7/2003 11:38:47 AM
From: Sig	Read Replies (1) \| Respond to of 176387

<<.For instance, I run in and out of our local True Value Hardware store all the time...Well, they have these new DELL labeled cash registers..."They're new coach"..."Love em"...So, what about Louie? (owner)..."Oh, no complaints...But the people that use them think they're awesome"..>>> I plum forgot about those cash registers - it was mentioned along with the selling of back-room inventory hand helds and the card-reading machines .And Dell has always been big on flat-screens, and one time bought or contracted for the entire output of an Asian factory. Then the server clusters use so much power they will be trying to save by using the new and much more efficient ones. even if the old ones are not completely obsolete So I do not agree one should limit or predict Dell growth to 15% or whatever You asked me once about furthest out Leaps available on Dell , which were to '04s or '05 's and they should be good by now. I have the '04 20's and '04 30's and '05 27.5s Never gave them a second thought, safest play I could think of, but slow in comparison to what it used to be. I was concerned about options charges out of earnings, now it seems Dell has decided how to handle that , using cash bonuses,and perhaps explains the recent run-up. Regards Dell at 30.99 now Zoweee 31.06, 31.07, 31.09 Sig