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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: James Fink who wrote (35943)	3/28/1998 12:48:00 PM
From: Craig Lieberman	Read Replies (1) of 176387

James, What you and the Barons folks are talking about has NO basis in reality. It is short sighted at best. The PC market is in its infancy. these days. It is going to be like TVs. The market was so concerned once every house in America had a TV that TV production was at an end. That happened when almost everyone had a 13-inch black and white set. How many of those are still running. Think about it. People are buying Big Screen TVs with surround sound. The 15 inch color console set they bought 10 years ago just doesn't cut it anymore. And many folks have 2 or 3 TV sets in their house. Talk to me about PC saturation when everybody has 3 computers with 100 Terabytes of RAM, a 2000 MHz Pentium XV Processor Array, and Direct Fiber ATM connections (not to mention full house wiring for on demand movies over the net, full streaming video phone over net, etc.) We are CRAWLING... My goodness, we are all still using a keyboards too... In the future, These things will be GONE! The displays we look at are still 2D and still relatively LOW resolution. Not eye limiting resolution, or holographic. High resolution color printers just hit the mainstream in the last few years. Color Laser printers still haven't penetrated the market significantly. Don't look at your toes. Look at the whole enchelada. There is more and more things that technology make possible. An economy grows in direct proportion to the amount of un-exploited technology that it posesses. This is the missing element in most economists formulas. Paul Zane Pilser (author, economist) has the right idea. It is technology that makes new markets possible. The computer and communications industries are the places with the biggest changes, and the biggest opportunities. More efficient distribution combined with globalization are the keys to successful companies in the next century. How does DELL measure up in these areas. I don't need to repeat many postings here to show that DELL has advantages in both of these right now. In the unlikely case that you are successful in driving the price of DELL stock down to the 50s in the short term, I plan to buy another 1000 shares of it. Why? Because I want to add another couple million to my kids future bankroll. See you in 2005. Craig

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