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


To: jim kelley who wrote (33445)3/9/1998 9:01:00 PM
From: kemble s. matter  Read Replies (1) | Respond to of 176387
 
Jim, <<>>>
Hi!!! I find myself reading through all this worry and come upon the one post that smacks me the hardest...thanks for putting it in simplistic terms....Meredith says it>>>>>>> Done deal.
BUY MORE DELL
Best, Kemble



To: jim kelley who wrote (33445)3/9/1998 10:21:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 176387
 
My hats off to you sir ! I am impressed.

Jim:

If I recall correctly you foresaw Compaq's 'channel stuffing' way before (i think you mentioned it over 6 months ago) any of the damn analysts did, though I didn't believe it at the time. An uncanny prediction and I am impressed.

I just wanted to say that before I forget.



To: jim kelley who wrote (33445)3/10/1998 11:57:00 AM
From: Meathead  Respond to of 176387
 
You nailed this CPQ issue Jim. I remember months back you repeatedly stated that this situation (or something very close to it) would occur.

You are the MAN!

I guess StevePeace will cut you some slack for a while even though you never "bot" a compewter before <ggg>.

Gee whiz, CPQ will report Q1 revs in the upper 4B range while Dell
will report in the lower 4B. My oh my how quickly Dell is gaining!

Still long on Dell and lovin it....

MEATHEAD