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Technology Stocks : Dell Technologies Inc.
DELL 134.84-2.7%10:58 AM EST
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To: OLDTRADER who wrote (164182)2/20/2001 11:00:42 AM
From: willcousa  Read Replies (1) of 176387
 
OLDTRADER - I agree with your general premise about armchair admirals but looked at Thurow's article because I have known his work for about 20 years and respect it. The article probably has nothing new in it but has one really intriguing insight in it - the idea that businesses that are not web-based now may not be able to make the transition and thus will lose out to those who begin as wholly web-based. He says that a compaq probably can never become a dell. I hope he is right.
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