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Technology Stocks : Dell Technologies Inc.

DELL 137.89

-1.8%

10:09 AM EST

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To: Zeem who wrote (82011)	11/23/1998 6:50:00 PM
From: Voltaire	of 176387

Relax Zeem. Most people still don't get it. Comparisons to G.E. don't get it either. Consumers do not sit down at their computer at night and order up a Locomotive or Turbine. The internet is going to do to retailing what Shopping Centers did to central city businesses back in the fifties. Exclusivity with AMZN will be worth billions before too much longer. Same with Dell. Investors are making the same comments about Dell but in a different way ( they are only a box maker). The price of the Box that Dell might sell is irrelevant. One day there will be a chip that could hold hundreds of software packages. They will all come to Dell and ask to be put on that chip. Michael will say fine. Pay us $20 per., thank you very much. So instead of a box that brings in $500 it will be a vehicle that brings in several thousand per. REMEMBER, HE WHO HAS THE VEHICLE WILL WIN. From the porch Voltaire

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