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Technology Stocks : Dell Technologies Inc.

DELL 132.42

-0.6%

12:21 PM EST

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To: OLDTRADER who wrote (142051)	9/14/1999 7:26:00 PM
From: rudedog	Read Replies (1) of 176387

WB - I agree - DELL has the wherewithal to do what they want. But an investment that would put them into the storage business in a serious way WOULD be in the billions. Long term that would probably be a smart play, but my sense is that short term some people would move out of the stock - "oh no, here's another DEC acquisition in the making". DELL is to some extent a captive of its own success and they need to move carefully to avoid disrupting the smooth running machine while they transition.

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