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

To: arthur pritchard who wrote (125674)	5/17/1999 10:08:00 PM
From: kemble s. matter	Read Replies (5) \| Respond to of 176387

arthur, Hi!!! RE: '''''I know that 99% of the persons here know you, but I still want to say this. Yes...I have been here a long time...lurked almost since the inception...remember the days when 30 was the # of messages on a big day....I haven't changed my opinions one bit since May of 96....it was around then I became convinced that DELL ...and in particular Michael Dell was full of confidence...I ran with that and have told everyone I know or meet...I'll never bet against that look...Sure...those that go on margin have to understand they may have to sell some if it gets hit...but, I prefer to think that if you do...You should buy it right back if it moves above...I don't want to miss the train...I have that much confidence in the future of this company...You know it and so do many many others...DELL is going to be a $ 60-70 billion company in a few years...There internet growth will be out of the hemisphere in two years...No stock can produce these results IMO in the near future....so, just keep buying...and if you get hit...don't panic...BUY IT BACK...it's going up... "we believe DELL will continue to grow at 50% or more for the next 6 years..." Go figure... :o) Best, kemble

To: arthur pritchard who wrote (125674)	5/17/1999 10:35:00 PM
From: ForeverDell	Read Replies (2) \| Respond to of 176387

Arthur, There are many who think the smart money will sell in advance of earnings and wait and see what happens. Worst case scenario is that they get back on board a more expensive train. However, at least they know the train is headed in the right direction. Your point is well taken, I respect Kemble greatly and wish I had the foresight to get into DELL when he did. However, I did not. My basis is just over 40 with a sizable amount margined. Therefore, your point is one which I respect. I am not sure if you were on this thread during the last earnings period. I was a lurker at the time and read many posts similar to the ones I am reading now. Even in the face of Niles warning, many members of the thread, me included, did not want to believe DELL would disappoint. Thinking MD would have surely told his flock. He did not -- and the rest is history. Those that sold at 3:59 p.m. looked like geniuses (remember our friend Voltaire, who sold most his DELL position prior to earnings, while at the same time touting the stock as a great hold post-earnings). This quarter is different and I do expect DELL to blow out estimates. However, the street's reaction to that could be opposite of what each of us would wish. Remember, other tech companies have released positive numbers only to open lower the following morning. DELL's case may be different, given its last disappointing quarter. I would anticipate a bit of a relief rally for several days post-earnings as new money comes back to DELL, then a small pullback on profit taking. I know you see a selloff. Do you believe the May 19 open will gap down? How much selling on the news would you anticipate? In your opinion, would it take .19 plus to prevent selling on the news? ForeverDell