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Technology Stocks : Dell Technologies Inc.
DELL 127.22+3.8%Nov 24 3:59 PM EST

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To: Sig who wrote (137545)7/24/1999 11:01:00 AM
From: Chuzzlewit  Read Replies (2) of 176387
 
Good morning Sig,

We seem to back to 60 degree overcast (and drizzling) weather here in the Puget Sound. I think we've only had about 5 decent summer days this year.

I haven't had a chance to look carefully at the AOL data, so I will pass up responding to your points about AOL for the moment.

I agree that Dell is probably a much safer investment. But that goes with the territory. As Dell has gotten larger and larger market share it simply can't grow at the same relative rate that it did in the past. At some point it will be unable to grow faster than the over demand for computers. Dell's growth depends on three things: the upgrade cycle, the rate at which it can capture market share from the competition and the growth of the overall computer market. In spite of my reduced expectations for Dell I still believe we have several years of very healthy growth in front of us.

TTFN,
CTC
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