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Technology Stocks : Dell Technologies Inc.
DELL 126.59+0.1%Dec 22 3:59 PM EST

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To: Patrick E.McDaniel who wrote (175344)11/10/2005 3:43:28 PM
From: TigerPaw  Read Replies (1) of 176387
 
Isn't all the bad news built into the stock?


For the short term.
As Bill Gates has mentioned in his "sea change" memo:
biz.yahoo.com

The computing paradigm may change so that the client personal computer is just a fancy web browser. These will be very low margin devices. If Dell gets stuck on the client side, and pushed out of the server side then it will no longer have prospects for growth, and that would take a lot of premium out of the stock price.

TP
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