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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: Meathead who wrote (44339)5/22/1998 1:40:00 PM
From: Mr. Aloha  Read Replies (1) of 176387
 
You're assuming companies upgrade frequently.

With the lower prices over the last year companies have been replacing the old 486 66, and low end Pentium's. I don't think you'll find that many employees with 166 or 200Mhz machines complaining about speed unless you're talking graphic artists, engineers.

All I'm saying is, every industry has a cycle. Have we pasted the pinnacle of the PC cycle and entered a slower growth phase? The market seems to have some concerns about PC sales right now.

So if the market is slowing for PC sales as we are hearing, how will DELL stay ahead? They say server business. If that doesn't work or if they have delays, you'll have the opportunity to buy low again.

Aloha
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