SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: William F. Wager, Jr. who wrote (173721)12/30/2003 8:13:38 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Bill,
Hi!!
Well, we've been told at shareholder meetings; via of CC's and articles that the plan was to grab share during this down turn...Everyone was made aware that their strategy would still be to keep a DELL customer loyal to DELL...Offering more products as time went on...Well, if now the IT spending begins to flow back to the same corporations that have kept these IT managers happy...Yes, Bill it should be a nice year...And, by no means is it a coincidence that Kevin Rollins is reinforcing the $60Billion at the same time that Michael is making this strong a comment...Let's hope it's been worth the wait...Also, all long I've never believed that 60 is a firm figure...From a historical perspective...I'm sure it's low... :o)
Best, Kemble