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Technology Stocks : Dell Technologies Inc.
DELL 133.75+2.5%3:59 PM EST

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To: Bilow who wrote (46629)6/8/1998 12:45:00 PM
From: jim kelley  Read Replies (1) of 176387
 
BILOW,

IMO:

The potential applications of computers are limitless.
The potential enhancements to todays computers are limitless.
In fact, the development of computer technology and applications is limited only by the scarcity of qualified people and capital devoted to the task. Your narrow focus on the the commoditization of a marketplace does not take into account the ongoing roles of process, software and hardware innovation that is always taking place. Your view is essentially a static view of a huge, dynamic, constantly changing marketplace.

The key ingredient in the long and short term prospects of your technology investments is the company's management. Are they able to identify and manage the company to make profitable product transitions in this dynamic market? DELL is one of the companies that has demonstrated and continues to demonstrate the capacity of its management to lead in the delivery of products and services in the market.

The bottom feeders will be selling yesterday's commodities. The companies that add value to their products and services at the leading edge of the market will not be dealing in commodities.

Regards,

Jim Kelley
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