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Technology Stocks : Dell Technologies Inc.

DELL 119.17

+4.1%

3:59 PM EST

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To: kaka who wrote (165094)	5/3/2001 3:42:11 PM
From: D.J.Smyth	Read Replies (1) of 176388

goodnight. "we're not sure" if the sacrifice...[is working] "now we're not sure" if Dell made it. "In fact, the industry has seen nothing but consolidation for the last 10 years and profitability has continued to decline." [but we're not sure] what major consolidation? Intel eating the competition? the same major PC players have been playing in the same field for ten years. Dell, during that time has taken market share and grown. He's not sure about this? Hasn't he watched Dell grow for ten years? In ten years with Dell's marketcap higher they'll be saying the same stuff only with different words.

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