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Technology Stocks : Dell Technologies Inc.

DELL 131.36

-1.4%

3:18 PM EST

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To: kaka who wrote (176177)	5/14/2009 3:50:35 PM
From: John Koligman	of 176387

I had a strong feeling the netbook trend would catch on big, unfortunately for Dell it just accelerates the race to the bottom. I don't know what they can do to stop it. Once consumers get a taste of $300 netbooks that can surf the web, that's a tough thing to overcome. I think it's why Intel didn't rally very much even with the big move over the past few months, they are selling lots of Atom processors, but those are not bringing in as much as the Centrinos. AAPL continues as the big winner here... Regards, John

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