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Technology Stocks : Dell Technologies Inc.

DELL 119.41

-2.7%

3:59 PM EST

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To: Chuzzlewit who wrote (65441)	9/14/1998 12:36:00 PM
From: mrknowitall	Read Replies (1) of 176387

Chuzz - hope you had a good weekend - as to hypergrowth, I'm not sure if this factor is in your evaluations: Replacement. I see the future as more and more "entertainment" and personal communications driven, mostly as a result of bandwidth availability. What this means, to me, is the Pentium II machine I have now is going to be replaced in less than two years, and I believe I will have to replace it with at least one machine, relegating it to other functions. We download image files and text now - we're going to have the bandwidth to do real video-on-demand and video telephony, but we'll need more computer hardware to do it. JMO Mr. K.

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