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Technology Stocks : Dell Technologies Inc.

DELL 117.31

+2.3%

Jan 28 3:59 PM EST

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To: Mohan Marette who wrote (57976)	8/13/1998 12:06:00 AM
From: Jorge	Read Replies (1) of 176388

This article tells me that in addition to DELL, internet stocks stand to benefit greatly from this growth...However, this is a bullish report for consumer "box makers", like CPQ...The public wanting to hook up to the internet will drive computer purchasing in the home consumer sector, but businesses are not as likely to BUY a computer just to hook up to the internet...They will increasingly see the benefits to hooking up as more and more business can be conducted over the internet, however internet hook-up will not drive corporate purchasing...Corporate computers on hand will just be hooked up, no need to buy anything special.....This article makes me feel good about my internet stock investments, but in and of itself, does not portend any special "surge" in DELL's (a mostly corporate seller) sales........I think DELL's sales will still shine in the corporate sector, but I'm not sure about the internet growth spurring huge corporate hardware sales. My .02 worth..... Regards, George

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