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Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

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To: Patrick E.McDaniel who wrote (347)	10/30/1996 9:46:00 AM
From: John Koligman	of 176387

Patrick, Jim - RE the NC... I can't see the NC really catching on at home due to the bandwith problem. The reason it may catch on with the corporate world is as I mentioned in my prior post, cost of ownership. Remember a couple years ago when everyone was running around screaming that the mainframe was dead and PC would rule? Well, read studies on how much it costs to maintain a network of PC's and you will see why IBM's stock went from 40 back up to 130. The fact that Intel and Microsoft have jumped into the fray with a 'design' leads me to believe there may be something to this. I saw Jim's post and hear the argument about going back to centralized management, but his argument is false, corporations initially bought into the PC argument based on cost and the theory of better efficiency and access to information, when the cost part of the argument was proved false, they will certainly take a look at the NC paradigm of doing business.... John

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