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

To: Mark Peterson CPA who wrote (126452)	5/18/1999 9:54:00 PM
From: Sig	Read Replies (1) \| Respond to of 176387

Re Afterhours news biz.yahoo.com Sig

To: Mark Peterson CPA who wrote (126452)	5/18/1999 10:13:00 PM
From: kemble s. matter	Respond to of 176387

Mark, Hi!!! RE: Seems to me that everyone is chasing those 10 baggers without edamo's patience, Chuzz's, or yours. Patience is easy ....when you have found a gold mine...I'm not leaving...DELL had a great report...the world is spoiled thinking they can blow the doors off all the time...although I believe they are preparing to turn into greater revenue areas in the near future...It also won't be long before CHINA becomes a huge factor in the "perspective" of some of the analysts... BTW....THANKS SO MUCH FOR THE AUTOGRAPHED COPIES OF YOUR BOOK....had our banquet yesterday afternoon...the parents were especially impressed.... Best, Kemble

To: Mark Peterson CPA who wrote (126452)	5/18/1999 11:20:00 PM
From: LemurHouse	Read Replies (1) \| Respond to of 176387

Well said, Mark. I just read the reports and I see no changes in the fundamental reasons why I bought this company in the first place. I'm quite happy with 45% yoy EPS growth. Not to mention rev growth at 2.5 X industry rate; 2nd place worldwide market share; growth to 2nd place mkt share for notebooks; and 2nd place USA share, 3rd place worldwide share for SERVERS; with room to run in all above markets. 97% rev growth in higher-margin enterprise systems products. $4 Billion in cash/equiv Inventory turns every 6 days ROIC of 189%. Management team that is staying the course with superb execution of a superior business plan. I mean I know we've been spoiled and all, but seriously, what's NOT to like here? I've been long in DELL for three years, made a considerable pile of money in it, and see no reason why this party won't continue. Am quite happy staying long until I see some more serious changes in the fundamentals. Cheers to all DELL threaders.