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


To: kemble s. matter who wrote (105150)2/25/1999 9:07:00 PM
From: OLDTRADER  Respond to of 176387
 
Thanks for the reply.Who was the turkey that wanted me kicked off-said I don't likr catholics-dumb a-- ,two of my children are married to catholics-I used it's style(church)as an example which Merrill Lycnh has emulated since their founding.You and I have assisted a lot of souls on this thread. I would appreciate support from any who have benefited..I own 597400 shares of DELL,bought by carefully and judiciously increasing my margin along with a lot of hope/guts. I sincerly belive 50 million speaks louder than some "politically correct- fearful" nut----a Johnny come lately threadster. Anyway Kimball as you well know I'm not long on tolerance for idiots.Too damn bad if anyone takes issue anyway..I fought for this country to say whatever I please to say it -to whom-I wish whenever.I happen to however possess no bigotry towards any race,creed or color-How could I ,"living in California."wbm



To: kemble s. matter who wrote (105150)2/25/1999 11:06:00 PM
From: Mike Allen  Read Replies (2) | Respond to of 176387
 
To all...I just talked to Michael Dell!

I just had an evening that every bull on this thread would have enjoyed. Michael Dell was the keynote speaker for Engineer Week in Kingsport, TN. It was sponsored by Eastman Chemical Company, where I work and personally installed over 600 Dell Optiplexes...my share of the 7500+ rollout.

He was hanging around informally at the reception hall, and was easy to run into and talk to. He was extremely cordial to all. He signed a copy of his new book, which my wife thought to bring in her purse. It is easy to be a little "star struck" shaking his hand and chatting.

He had a slide presentation on the Internet and Dell's use of it. It was awesome. He is so confident. Slide after slide showing where they are going.

Some key points mentioned:

After a comment on the rapid growth of Dell's Internet sales in the 4th quarter, he quickly pointed out that it looks like the 1st quarter is also going to be another good one.

He sees Dell expanding rapidly into the consumer market.

One slide showed Dell the number 3 PC maker, he laughed and said that will soon change to number 2, that they are now within 10,000 units of the mark.

When asked about Gateway's stores, he reminded us that Gateway is growing 4 times slower.

My 13 year old son asked him what he thought would happen at year 2000. He first said nothing, then said "well something, but nothing to worry about." He said this laughing, as he was leaving.

He said they hired 9,000 last year, mostly right out of school...I think he meant college since this was Engineer Week.

I probably will think of more things, but this is a long post, and I don't want to wear everyone out. But I really came out positively reinforced in terms of holding and buying Dell stock. Good luck all.




To: kemble s. matter who wrote (105150)2/25/1999 11:30:00 PM
From: abraves  Read Replies (3) | Respond to of 176387
 
OT..... Kemble, I am sitting here working and at the same time I am watching the movie "Vision Quest".. Can't help but wonder if you look anything like the coach in the movie. You know the look, a real hard ass.. haa just kiddin, it's a great movie, it just made me think of you.

We need a good day from the techs tomorrow...

Good Luck



To: kemble s. matter who wrote (105150)2/26/1999 5:31:00 AM
From: JBird77777  Read Replies (2) | Respond to of 176387
 
Dell eps growth projections from Zack's Investment Research. 86% p.a. from Hambrecht & Quist suits me!

DELL: HAMBRECHT&QUIST made new estimate for long term EPS
growth of 86.00% per year on 02/18/99
DELL: HAMBRECHT&QUIST made new estimate for quarter ending
04/99 of $0.33 on 02/18/99
DELL: HAMBRECHT&QUIST made new estimate for quarter ending
07/99 of $0.35 on 02/18/99
DELL: HAMBRECHT&QUIST made new estimate for quarter ending
10/99 of $0.38 on 02/18/99
DELL: WARBURG DILLON made new estimate for long term EPS
growth of 40.00% per year on 01/29/99

JB



To: kemble s. matter who wrote (105150)2/27/1999 1:45:00 PM
From: Mohan Marette  Read Replies (1) | Respond to of 176387
 
<China's Economy> China's Economy to Grow,Premier Zhu Rongji

Hi Kemble:

Good news form China.

February 27, 1999 More News

Premier: China's Economy To Grow

MOSCOW, Feb 26, 1999 (AP Online via COMTEX) -- China's economy will grow at least 7 percent this year in spite of Asia's economic turmoil and its currency will not be devalued, Chinese Premier Zhu Rongji told businessmen Friday on the third day of his trip to Russia.

''Our national currency, the yuan, remains steady because we maintain a trade balance and large currency reserves,'' Zhu said. ''I assure you that there will be no devaluation in China.''

He also said China's gross domestic product would grow by ''no less than 7 percent'' in 1999, compared to 7.8 percent in 1998.

The Asian economic crisis has to date had only a limited impact on China's growth, but it contributed to last year's economic meltdown in Russia, where the economy shrank about 5 percent last year.


Chinese and Russian officials were upbeat about their talks this week, expressing hope that renewed cooperation will boost falling trade and other economic ties that have been set back by Russia's economic crisis and a slowdown in China's growth.

The two sides signed 11 agreements Thursday, including deals on intellectual property protection, oil supplies to China, and building oil and gas pipelines.

Zhu said the prospects for bilateral cooperation were good because Russia has natural resources that China lacks, such as oil, gas and timber. He said China could export agricultural goods to Russia at low prices, and set up joint ventures in Russia to manufacture televisions, air conditioners, refrigerators and other household appliances.

Trade between Russia and China slumped to $5.5 billion in 1998, down from $6.1 billion in 1997 and $7 billion in 1996.

But political ties between Moscow and Beijing have gathered strength in the 1990s after decades of hostility, and China has become the top customer for Russia's cash-strapped defense industries, purchasing fighter jets, missiles, submarines and destroyers. Russia and China have agreed to build a nuclear power plant in China, but the agreement has been stalled because of financing problems.

Zhu plans to visit a plant in St. Petersburg that manufactures equipment for nuclear power plants on Saturday before heading home.

By VLADIMIR ISACHENKOV