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Technology Stocks : Dell Technologies Inc.
DELL 138.940.0%Dec 5 9:30 AM EST

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To: jhg_in_kc who wrote (137211)7/22/1999 4:45:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
jhg,

I wonder what percentage of the corporate market is buying or will move to thin client hardware?

At this point I suspect it is rather small. From what I can gather the market will be mainly for small and medium-sized businesses. I think that it may well pick up steam this year. I bought more CTXS today (at $49) and so far I am smiling. One of the few causes for a smile in today's awful looking market.

We've been through these kinds of nasty corrections before, and I am sure we will see them again. If you invest in good quality companies like Dell you will be OK in the long run. I think that Dell is settling into reasonable valuations given its lowered growth prospects. My view is that the stock should appreciate at around 25% - 30% per annum for the forseeable future.

TTFN,
CTC
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