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Technology Stocks : Dell Technologies Inc.

DELL 120.60

-1.5%

9:43 AM EST

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To: LWolf who wrote (63755)	9/4/1998 4:58:00 PM
From: Chuzzlewit	Read Replies (3) of 176387

Laura, there are some people who make up their minds on partial information and then stubbornly refuse to admit that their initial conclusions are faulty or need to be revisited. I think that Gary, Jim Patterson and Lucretius Taurus fall into that camp, each in his own, unique way. Gary believes that there is no barrier toi entry in spite of the fact that the purchasing/manufacturing/distribution process itself constitutes a huge barrier. Jim Patterson believes that DELL is too good to be true, and therefore it isn't. Anything that happens in the business environment will be bad for Dell. Jim has trouble understanding how economics works to increase demand when prices are falling. Lucretius Taurus believes that the entire economy is a bubble waiting to burst. But he's betting on Japan and gold. What can I say? JHG has brought up the only cogent potential negative that I have seen thus far -- the possible replacement of the PC with a more inclusive dumb computer designed to operate on the web. I think it is a development that we will need to monitor to ascertain whether it is a real threat, and if so, will it threaten Dell given its customer base. TTFN, CTC

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