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

To: Venkie who wrote (45301)	5/29/1998 9:48:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Friday, May 29 1998 9:45A Venkie, Hi!!! I love this stock...I know that "games" are going to be played forever...but, what really has me excited is how resilient Dell is against possible "games" that can be created...IMO many are not even thinking of selling because they are afraid of missing a Dell run ; they aren't selling because they did once previously and got cooked; the know someone who has told them about the LONG TERM probabilities of this stock and so they are just sleeping with this philosophy; and the reasons go on and on....Michael Dell has created a corporation here that defies normal expansion and growth...the BTO and the future technological advances that he is creating will change how people do business...I believe his theory on beating CPQ is already a done deal...the fact that CPQ HWP and GTW combined couldn't duplicate his results last qt. is a harbinger of Dell being #1 by 2000....Now, Michael has even changed his wording to a more aggressive nature...His "don't bet against DEll" is IMO an indication that Dell being #1 is a done deal!!! Best, Kemble