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Technology Stocks : Dell Technologies Inc.

DELL 126.42

+2.8%

Dec 19 9:30 AM EST

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To: D.J.Smyth who wrote (171022)	10/1/2002 5:44:03 PM
From: John Koligman	Read Replies (1) of 176387

D.J., I suppose it really depends on how much disposable income the 'other 86%' have. There are some pretty sobering statistics on how most of the world lives a couple of bucks per day, so they won't be buying computers from Dell anytime soon, if ever. I agree with you there is room for growth in units, perhaps the more important question is what kind of profit margin will those units be sold at, and will outfits like Legend in China be the way some of these countries go. I've heard the 'billion connected computers' story a 'billion times', but wonder how much profit will really be there for most... Regards, John

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