To: Sig who wrote (35143 ) 3/21/1998 11:22:00 AM From: kemble s. matter Read Replies (1) | Respond to of 176388
Sig, Hi!!!! This has been quite an ironic day.....I get your wonderful post on the cheapy PC's and how Dell is once again looking like the expert...and the "experts" are fast again losing their self esteem.... Well, after an early morning visit to the Wallkill View Farm to "help" the owners (mom, dad and four brothers...all wrestled for me except the folks)......while drinking coffee with five to six other early morning visitors we frequently bang around the investment scene....we all own Dell so it isn't hard to figure what we discuss....all have doubled and one is on a triple...my obnoxious behavior triggered most of the decisions here <<<<GGGGG>>>>>> So, the CPQ,IBM,HWP problems arise quite frequently...but, the situation always comes down to the BTO (remember...these people are in business) and their eyes are soooo interesting to watch when the topic turns to the words of Michael.... "WE FIND ALL THIS VERY AMUSING"...... msd It always stuns me when someone else finally realizes how simple this actually is....If you realize where Dell has come from in such a short time....you become a skeptic of the continued growth...BUT, if you owned it and followed the story....READ THE THREAD!!!!!.......well, how smart do you have to be???? Dell is just beginning...sure, they may not grow at 80%.....sure they may not grow as fast as before...but, what is really scary...that recent interview with Michael..I must have read it five times already......and his comments...WOW!!!!......and coming from someone who believes Michael's only "fault" is his underestimation to us shareholders......now,.....if you know his history and that smile...that smug look of pride when challenged....I'm scared of what I will be worth...Sig, I look forward to the shareholders meeting with great anticipation....when I get there....please pinch me....I am living a dream... BUY DELL, Kemble