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Technology Stocks : Dell Technologies Inc.

DELL 117.44

-1.6%

Nov 20 3:59 PM EST

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To: Rif Kamil, M.D who wrote (64642)	9/10/1998 10:28:00 AM
From: D.J.Smyth	Read Replies (1) of 176387

Rif, also according to Peter Drucker we are at the same crossroads now as we were in the late 50's relative to the computer, when companies were switching from the typewriter to large computer systems performing complex functions. IBM's stock price during that time went up substantially. now we're transferring from the computer for internal functions to a computer for external functions; the need for the search of information outside our domain. the latter function will require(a) MANY more computer systems than thought imaginable (b) much faster systems, (b) significantly increased storage capacity, (c) more cost effective systems per byte use (d)communicable systems and very importantly (e) the ability to communicate with a manufacturing directly to solve immediate computing problems. the latter (e) the ability to communicate directly requires the BTO model as systems become more complex. retail shops cannot fill this void as they can't hire enough specialists to answer questions regarding your specific computing needs. under (b) Dell is building it's own storage capacity to cut down on costs and increase mgb's per system. under (c) Dell's systems for business use are considered the most cost effective per byte in use due to breakdown time and other variables. If you recall Peter Drucker was one of the few thinkers in the late 50's who wrote publically about how the computer was going to transform the business world. Drucker now sees ANOTHER transforming taking place relative to the internet and other variables. And THIS transformation, he says, will be MORE powerful than the first. Think about that! Drucker thinks the market is catching only the tail end of this transformation. Drucker, of course, is only the MOST widely read author in all MBA programs

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