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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Chuzzlewit who wrote (19736)	10/29/1997 7:01:00 PM
From: Meathead	Read Replies (3) of 176387

Paul - well said. Your posts seem to be very calm and rational. I think most folks loose sight of the big picture as they scurry to make a buck. Here are a few of the many reasons I continue to stay long: 1. The computing world is still in it's infancy, the technological change looming on the horizon is almost incomprehensable (at least the HW/SW roadmaps I'm looking at) which will lead to incredible expansion over the next 3yrs and easily out 10 and beyond. 2. DELL/CPQ will own this new universe as they are the only teir1 pure plays with accelerating momentum. They have the intense focus necessary to conquer and devour. HWP's PC sales will likely start to slow soon, IBM getting killed by CPQ, trends that will continue. 3. This is still not a commodity business as many like to proclaim. It's a synergistic functioning among Marketing/Manufacturing/Engineering. If any one starts to wobble, your off in the weeds fast. It won't become a commodity business until the rate of technological change slows which effecitvley removes the Marketing/Engineering portions of the equation. That's when I bail out. 4. I've been in this business since the 80286 days and let me tell you, it's an extremely and increasingly difficult business to be in and should remain one due to fact 1 and 3. It's one reason so many established names AST, Apple, CompuAdd(who?) soon to be Gateway<g> and many others with promise have fallen. Anyone who says that it's a commodity business and there are no barriers to entry isn't "in" the business. The sheer complexity of juggling sixty-thousand details while being sprayed with technological change assault weapons "is" a barrier to entry. We'll see how much market share Sony and friends gain over the next decade. Key points: Rapid rate of technological change = GOOD Slowing rate of technological change = BAD MEATHEAD

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