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Technology Stocks : Dell Technologies Inc.

DELL 122.92

-3.9%

3:59 PM EST

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To: John Koligman who wrote (169661)	5/18/2002 6:21:21 PM
From: mepci	Read Replies (1) of 176387

John: Price war is one thing, product changes is another thing. Blade servers are going to reduce the $ volume of IT expenditures along with thin clients and close to thin client PCs. Outsourcing will start picking up. Outsourcers have no need for multi-application PCs. If the server does all the work and sends you the browser pages, what do you need an application code rich PC anyway? It is time the management rework employees into transaction processors. That is information factories will replace idle workers who think they are given important jobs in corporations. In the meanwhile op systems will go into embedded transistor chips, creating a huge home improvement and office improvement business. I have a home peer to peer network already giving me a productivity better than many office networked systems. With all these trends coming, managements have to show me that they want to improve SE. Or else I will stay a short term trader with slow LT accumulation.

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