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

To: kaka who wrote (174805)	5/6/2005 2:18:44 PM
From: kemble s. matter	Respond to of 176388

Gary, Hi!! Yes, fully understand...But have never put much trust in the "targets"... What analyst is factoring in the history of the company? DELL has historically grown it's fastest during the transitions and mergers of other faltering or exiting companies...DELL sales reps lick their chops with each announcement of a new CEO or merger... Add the lowest possible drop in component costs... Add the acceleration of the printing business... Add the increased margins due to a combination of the above along with the services that are increasing... Things really appear to be looking up here...Yeah, they aren't gonna double revenues like they did in 98, 99, etc...But, through a planned and well conceived drive...DELL's efficiency continues to eliminate the competition... As for Lenovo: DELL is a lower cost provider in China than Lenovo...(Lehman Brothers)...Plus, they are but 7% of the Chinese market where Lenovo is something like 27%... I obviously think this time frame is an opportunity to buy more... The Gunks are looking green...Coming up soon?? Best, Kemble