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

To: Sig who wrote (174585)	3/13/2005 6:48:18 PM
From: kemble s. matter	Read Replies (2) \| Respond to of 176388

Sig, Hi!! re: Am wondering if Michael would like to buy Lexmark. Sig, that's a great question...And, I suppose that it's something that DELL has considered...The demand for ink is surely not going away.. The printers of today are producing some gorgeous photos... We know that The Home of the Future is something that DELL has been considering for some time...Does it make sense to me that DELL finally buy something that would put a squeeze on HP?... But, then I'm not the guy running the show...Must be some reason why they haven't already...For if I thought I could sag a little bit on that headlock; drive my heels back to cut off the air some; pick up the head to add some more pain and decrease the air flow...Well, I'd do it so that when I hip heist my thigh under their neck the game would end... :o) As for those leaps: How soon do you think the upgrades will begin when the IBM Lenovo deal and the HP second time around confusion (transition) throw DELL a significant share of that market? One of the first things some of the folks down there told me was that CPQ trying to switch leadership was the biggest boom for their sales reps...Here we have two rather recent "forfeitures" or opportunities from a significant portion of the market and yet we won't be receiving the factual market share increases for some time...Yet, if I were like your or Patrick...I know that history will repeat and I'd buy some Leaps... Best, Kemble

To: Sig who wrote (174585)	3/14/2005 12:13:19 PM
From: kaka	Read Replies (1) \| Respond to of 176388

Sig, re; trying to find a way for Dell stock to reach $72. Is there something magical about $72?? Currently the highest 2007 leap strike is 60. I'm beginning to sell these calls as part of a very wide short strangle, pretty convinced that while I love DELL, it will fall well short of that strike come January 2007. An 80% move up to 72 is even more unlikely, in my opinion. Cheers, Gary

To: Sig who wrote (174585)	3/16/2005 5:19:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 176388

Hey Sig, 72 bucks, wow! Dell has better than doubled revenues since the stock first cracked in the winter of 1999, yet it was trading around $55 back then, and sits at $38 and change today. Unless tech catches fire again, that is a real longshot. It would put Dell among the elite few in market cap, Walmart is just over 200B these days, with XOM leading the pack, taking the lead from GE a couple weeks back. Right now, digital music is the 'big thing', and AAPL looks to have that niche sewn up for the time being. Dell is in, but Creative Labs makes the guts of their 'Pocket DJ', and it definitely lacks the design excellence of the IPOD. Best regards, John