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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: Jorge who wrote (32969)3/7/1998 8:21:00 PM
From: Phillip Crone  Read Replies (1) of 176387
 
To all: last comment for the night. This whole box business is starting to remind me a little bit of the automotive business. I have always compared the computer business to the auto business to compare how they have matured and what markets are hot to do business in. Auto's are transportation and we went from the horse and buggy to the internal combustion engine. We went from the pen and pencil to the computer to make a long story short. My point is that many of the people on this thread and others like HWP and CPQ are becoming a bit religious about their boxes, much like most people are very religious and loyal to either Ford or Chevy etc.... Almost all large national industries come down to the big three. The computer box market is maturing and certainly has come down from 20 or more major players in the US to about 5 or 6 now. I'm not criticizing any of you for being loyal to your box, just pointing out the change and conviction. I for one, even though I am in the business am not really loyal or attached to any box. I am more concerned about the internal part names than I am about the name on the outside of the box. This is what "brand names" are all about so maybe all of you can come up with other areas that Dell can become involved in when the margins on boxes dry up over the next few years. How about Dell high definition TV's or maybe Dell direct satelite TV dishes, or Dell cellular phones and hand held PC's. Maybe Dell could buy out Data General and immediately call them DELL. Maybe Dell should just buy Wang?? Sorry to carry on but my Saturday creative juices are flowing.
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