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Technology Stocks : Dell Technologies Inc.

DELL 122.70

+0.2%

3:59 PM EST

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To: Chuzzlewit who wrote (63758)	9/4/1998 5:28:00 PM
From: jhg_in_kc	Read Replies (2) of 176387

Chuzz, Re: <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.> Thanks for the compliment. I am pleased to offer information to this thread from whose members I have learned so much. I feared I would not be able to offer much knowledge or advice in return. So I am glad to have been of service even if my concern was a possible negative. We need to be on the lookout for negatives though IMO so as not to be surprised by them and lose money as a result. I don't think the dumb computer linked to the Internet will become a real threat unless corporations employ this Pc configuration company wide(not individuals) then Dell's corporate, governmental customer base might be under assault by a new, for want of a better phrase, "Internet appliance distribution company". I have no idea how likely this might be, if at all. I do think we should address this issue though-particularly if the cat has raised my lowly post on this issue to the level of stock analysis <g> jhg

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