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


To: kemble s. matter who wrote (52735)7/21/1998 12:22:00 AM
From: jim kelley  Read Replies (1) | Respond to of 176387
 
Only if you refuse to take a bath.......



To: kemble s. matter who wrote (52735)7/21/1998 11:36:00 AM
From: G.M. Flinn  Read Replies (2) | Respond to of 176387
 
Hi Kemble. Guess you hung around Austin a bit to enjoy our cool Texas summer! I concur w/ your opinion. Think about it, DELL is truly expanding in a massive way ... both in the U.S. and abroad. They have been relatively quiet about it IMO. If prices are supposedly firming, and the "big boys" are expecting better times ahead, just imagine what DELL is going to do. Throw in the Y2K compliance issue, where you can bet the government and corporations are going to replace computers rather than spend millions to update outdated ones, and 1999 and 2000 are going to be huge for DELL. And by the way, DELL always hits its numbers now, CPQ whiffs every time. Who would you give a higher forward looking P/E? DELL looks cheap compared to CPQ.

Wish I could have joined everyone in Austin. Definitely next year.

Glenn



To: kemble s. matter who wrote (52735)7/21/1998 3:06:00 PM
From: Annette M.  Read Replies (2) | Respond to of 176387
 
**OT** Bachman, Kemble, et al. After reading the comments from everyone who participated in the Dellhead invasion of Austin, I can only add that I really cannot remember the last time I have had so much fun. What a wonderful group of people!!! Drew, Patrick, David---thanks for all the helpful trading advice and information. Kemble--great shirts. I made many new friends (many of them Dellionaires) just by wearing that shirt. Please say hello to Frank and talk him into joining SI. Donnie and Denise--Thanks for taking us to that fun concert Friday night. I am going to start taking dance lessons now so that I can keep up with you folks next year (I am sure David will be glad to hear this, and perhaps won't feel a need to bring steel toed boots to Austin next year). Bachman and Alison--Thanks so much for making it all happen!!! My parents asked me to let everyone know how much they appreciated being a part of this group and meeting everyone. And from all of us...

THANKS MIKEY!!!!!!!!!



To: kemble s. matter who wrote (52735)7/21/1998 9:58:00 PM
From: Bandit19  Read Replies (1) | Respond to of 176387
 
Kemble,
Regarding the new server facility.... you forgot to mention to Drew it's unique but logistically critical location... right next to the airport....My gosh!!...that Michael does think of everything!!...Talk about customer focus...its the last word!!!...What can I say?....The guys a genius!!!
Best,
Steve