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Technology Stocks : Dell Technologies Inc.

DELL 146.68

-1.7%

Nov 7 9:30 AM EST

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To: Meathead who wrote (153611)	2/11/2000 9:01:00 AM
From: j g cordes	Read Replies (1) of 176387

meathead.. yes, margins are compressing, but they always have and will forever. On the other hand consider that the gross market for computers is expanding. Nor will Dell focus only on boxes and portables in the future. I'm sure we'll see intelligent portable devices that exploit the convergence of wireless communications. I'd like to see a notebook sized wireless device with a built in phone, internet connected wireless information exchange.. etc. I can see a demand for about a billion of these units. The future is very bright for Dell. Remember its not boxes, its technology integration, manufacturing and delivery.. Dell's forte.

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