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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: jhg_in_kc who wrote (66461)	9/21/1998 3:03:00 PM
From: Tumbleweed	Read Replies (1) of 176387

RE New argument against Dell ..but at some point the business becomes a "replacement" market business and the stocks will be priced accordingly...ie 1-2 times revenues and under 10x earnings... I think this is an old argument. Probably most people here would agree, but the key point is when some point is. I would say its when games companies stop making games that require more and more processing power and enhanced graphics compared to previous versions. I would say its when when application software companies stop making software that eats more and more CPU and disc space. I would say its when databases can no longer store more and more detailed data because there is no more to store. I would say its when databases stop storing more and more complex data and require increased processing power to manipulate it. I would say its when when people stop inventing new technologies that replace old ones such as DVD and full screen video and and and. I would say its when speech recognition, AI, intelligent agents are commonplace and can't be improved any more. Let me know when you think this point will be. I speculate it will not be for a few years yet. JoeC

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