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Technology Stocks : Dell Technologies Inc.

DELL 115.43

-1.5%

Jan 23 9:30 AM EST

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To: D.J.Smyth who wrote (153244)	2/8/2000 1:46:00 PM
From: Lee	Read Replies (1) of 176388

Hi Darrell,.Re:. Is it a given that Dell will forever serve the same audience with the same product utilizing the same strategies? Dell stated several months ago that they were going to focus more on their core business. Does this translate to PCs to the average investor and market player? Are PCs becoming increasingly lower margin, commodity type products? Obviously SUNW sells higher margin items - but the comparisons relative to future growth and benefit are too obvious to ignore. Key phrase in the above statement is Higher Margin items. A further important point relative to future growth is the path of that growth. Is the growth path in an evolving, rapidly changing, technically challenging environment or is it in an increasingly commoditized, lower margin product arena? just some thoughts, Lee

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